Peter
Froggatt
Bok Financial Securities, Inc
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About this Advisor
Peter Froggatt is a financial advisor based in Houston, Texas, working with Bok Financial Securities, Inc. Peter has previously held positions at Edward Jones, King Fabrication LLC, Lake County Sports Services LLC, Right Decision Regulatory Consulting LLC, Bishops Gate Sports Services, Bok Financial Securities, Inc, and Bokf, Na. Peter has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Peter is part of Bok Financial Securities, Inc, which operates out of Houston, Texas. The firm has 109 offices and 165 employees. The firm manages assets totaling $737.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Bok Financial Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$737,556,409
165
3,101
$237,845
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
Peter Froggatt Work History
Bok Financial Securities, Inc
Bokf, Na
Edward Jones
Right Decision Regulatory Consulting LLC
King Fabrication LLC
Bishops Gate Sports Services
Lake County Sports Services LLC
Disclosures
Please visit the SEC profile of Peter Froggatt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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