Michael
Zarich
Bok Financial Securities, Inc
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About this Advisor
Michael Zarich is a financial advisor operating out of Houston, Texas who has 1 year of relevant experience. Zarich works at Bok Financial Securities, Inc. Over the course of their career, they have held roles at King Investment Advisors, Inc, Bok Financial, Bokf, Na, Bok Financial Private Wealth, Inc and Bok Financial Securities, Inc. Zarich holds Series 66, Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas and Texas. Bok Financial Securities, Inc is a financial advisory firm operating out of Tulsa, OK. It has offices in 111 locations and a total of 155 employees. It has $739 million in assets among its 3,217 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 3,217 client accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules largely depend on which services the firm provides the client. Fees charged by Bok Financial Securities, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$739,298,341
155
3,217
$229,810
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Zarich Work History
Michael has been registered as a financial advisor for 1 years.*
Bok Financial Private Wealth, Inc
Bok Financial Securities, Inc
Bokf, Na
Bok Financial
Bok Financial
King Investment Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Zarich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bok Financial Advisors
Tulsa, OK
Tulsa, OK
Houston, TX
Tulsa, OK
Oklahoma City, OK
Fort Worth, TX
Oklahoma City, OK
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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