Unclaimed
David William McClanahan is a registered representative with BOK Financial Securities, Inc. David William McClanahan is a registered representative with BOK Financial Securities, Inc. David William McClanahan has been in the securities industry since 1994 and has experience providing financial planning and investment advice to a wide range of clients, including individuals, corporations, and charitable organizations. David William McClanahan's background includes experience with Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Citigroup.
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.
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OK
09/30/2024 - Present
BOK Financial Securities, Inc. (Tulsa OK)
Active
Inactive
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