Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Alan Williams is a registered Investment Advisor Representative with Bok Financial Securities, Inc.. Brad is a licensed securities professional in 39 states, including Oklahoma, where Brad is currently registered. Brad's registration with FINRA is active. Brad has been in the financial services industry since April 10, 2001, and specializes in providing financial planning services to individuals, businesses, high-net-worth clients, and corporations. Brad is also registered as an Investment Advisor Representative in Oklahoma.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
05/17/2004 - Present
BOK Financial Securities, Inc. (Muskogee OK)
IA
Issued 05/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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