Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alan Tillman is a financial professional with over 40 years of experience in the industry. Gary is currently registered with Bok Financial Securities, Inc. and has been associated with this firm since August 17, 1998. Prior to joining Bok Financial Securities, Inc. Gary worked at ALLIANCE SECURITIES CORP. from March 13, 1998 to August 17, 1998. Gary has also held previous registrations with VONFELDT & ASSOCIATES, INC. and STIFEL, NICOLAUS & COMPANY, INCORPORATED. Gary holds a Series 63, Series 52TO, SIE, Series 5, Series 7, and Series 52 license. Gary is registered in 15 states and specializes in a variety of areas including financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
08/17/1998 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
NA
03/13/1998 - 08/17/1998
ALLIANCE SECURITIES CORP.
OK
06/13/1995 - 10/31/1997
VONFELDT & ASSOCIATES, INC. (OKLAHOMA CITY OK)
MO
08/06/1982 - 06/15/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 09/17/1982
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 10/17/1985
Series 5 - Interest Rate Options Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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