Britany Joann Harmon

Bok Financial Advisors

14 Years of Experience

Broker

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

One Williams Center, Tulsa, OK, 74172

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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.

Employment History

Current Registrations

Bok Financial Advisors

April 2020 - Present · 5 yrs 10 mos

Bok Financial Securities, INC.Broker

April 2020 - Present · 5 yrs 10 mos

Previous Registrations

Wells Fargo Clearing Services, LLC

February 2013 - April 2020 · 7 yrs 2 mos

Wells Fargo Clearing Services, LLCBroker

February 2013 - April 2020 · 7 yrs 2 mos

Wells Fargo Advisors Financial Network, LLC

November 2011 - February 2013 · 1 yr 3 mos

Wells Fargo Advisors Financial Network, LLCBroker

July 2011 - February 2013 · 1 yr 7 mos

State Registrations41 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.