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Brad Alan Williams

Bok Financial Advisors
24 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

215 State St., 2nd Fl., Muskogee, OK, 74401

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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
May 2004 - Present · 21 yrs 9 mos
Bok Financial Securities, INC.Broker
April 2001 - Present · 24 yrs 10 mos
State Registrations39 states
AKALARAZCACOCTDCFLGAIDILINKSKYLAMAMDMIMNMOMSMTNCNENJNMNYOHOKORPARISCTXVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.