BB
BB

Bradford Thomas Beeson

13 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024

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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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Other Business Activities

Bradford is a partial owner of Primrose Partners, Ltd., an entity that invests in oil and gas royalty interests. He spends minimal time on this activity, as the interest was a gift and he has no active participation.

Employment History
Current Registrations
Bok Financial Advisors
November 2023 - Present · 2 yrs 3 mos
Bok Financial Securities, INC.Broker
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2011 - May 2021 · 9 yrs 7 mos
State Registrations4 states
CAOKSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.