Reginaldo
Sandoval
Bok Financial Securities, Inc
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About this Advisor
Reginaldo Sandoval is a financial advisor working out of Richardson, Texas with 6 years of industry experience. Sandoval currently works for Bok Financial Securities, Inc. Throughout their career, Sandoval has worked at Weaver And Tidwell Financial Advisors, Weaver Tidwell Capital, LLC, The Milestone Group, Inc, Bok Financial Securities, Inc and Bokf, Na. Sandoval holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Texas. Bok Financial Securities, Inc is a financial advisory firm that has its headquarters in Tulsa, OK. The investment advisory business has offices in 111 locations and a total of 155 advisors. It manages $739 million in assets across its 3,217 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 3,217 client accounts, just 8% are held by high-net-worth clients who have more than $1 million in investable assets. Bok Financial Securities, Inc performs a broad assortment of services, including 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. However, fee types 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
Reginaldo Sandoval Work History
Reginaldo has been registered as a financial advisor for 6 years.*
Bok Financial Securities, Inc
Bokf, Na
The Milestone Group, Inc
Weaver Tidwell Capital, LLC
Weaver And Tidwell Financial Advisors
*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 Reginaldo Sandoval 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
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Little Rock, AR
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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