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Cassandra Brotton Danford

BOK Financial Securities, Inc.

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About Cassandra Brotton Danford

Cassandra Danford is a financial advisor registered in Texas with BOK Financial Securities, Inc. Cassandra has been in the industry since 2015. Cassandra holds a Series 66 and a Series 7 license and has experience working with individuals, corporations and charitable organizations. Cassandra provides advisory services, including financial planning, educational seminars, and portfolio management.

Firm Information

Cassandra Danford is currently registered with BOK Financial Securities, Inc.. BOK Financial Securities, Inc. is a corporation formed on December 23, 1985, headquartered in Tulsa, Oklahoma. The firm provides financial planning, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer advice about securities in any manner not described above and provide selection of other advisers services. BOK Financial Securities, Inc. is registered with the SEC and in all 50 states, the District of Columbia, and the Virgin Islands. The firm has approximately 737 million dollars in assets under management.
BOK Financial Securities, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74102

$737.56M

Assets Under Management

Not reported

Total Clients

311

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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furnishes advice about securities in any manner not described above.

Furnishes advice about securities in any manner not described above.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cassandra Danford’s Registration & Firm History

TX

08/01/2019 - Present

BOK Financial Securities, Inc. (Dallas TX)

OK

01/20/2017 - 08/01/2018

CAVANAL HILL DISTRIBUTORS, INC, (TULSA OK)

OK

07/20/2015 - 12/19/2016

BOK FINANCIAL SECURITIES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 08/11/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassandra Brotton Danford.
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