William
Reaves
Bok Financial Securities, Inc
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About this Advisor
William Reaves is a financial advisor based in Grapevine, Texas, working with Bok Financial Securities, Inc. William has previously held positions at Scottrade, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Bok Financial Securities, Inc, and Bokf, Na. William has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, William is part of Bok Financial Securities, Inc, which operates out of Grapevine, 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
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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
William Reaves Work History
Bok Financial Securities, Inc
Bokf, Na
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Scottrade, Inc
Disclosures
Please visit the SEC profile of William Reaves 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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