TrueAdvisor
TrueAdvisor
BG
BG

Brenda Kay Garcia

Bok Financial Advisors
33 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Bok Financial Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
137 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$263K average
Assets Under Management
$835.6M

Fee Structure

Minimum Investment:$1K

Location

499 West Sheridan Avenue, 25th, 26th and 27th Floors, Oklahoma City, OK, 73102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bok Financial Advisors
December 2007 - Present · 18 yrs 2 mos
Bok Financial Securities, INC.Broker
September 1998 - Present · 27 yrs 5 mos
Previous Registrations
Bosc, INC.Broker
February 1993 - October 1996 · 3 yrs 8 mos
Linsco/private Ledger CORP.Broker
December 1992 - February 1993 · 2 mos
Bosc, INC.Broker
September 1990 - December 1992 · 2 yrs 3 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.