Brett Erwin Proctor

Bok Financial Advisors

2 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

5727 S. Lewis, 8th Fl., Tulsa, OK, 74105

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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 2023 - Present · 2 yrs 10 mos

Bok Financial Securities, INC.Broker

March 2023 - Present · 2 yrs 11 mos

State Registrations19 states

CACOFLINKSKYLAMDMONCNDNENMNVNYOKTXUTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.