Danielle Christine Shahin
Investment adviser representative at Bok Financial Advisors
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Bok Financial Securities, Inc.Apr 2024 to now
- BOKF, NAApr 2024 to now
- Future U Financial Inc.Dec 2023 to Mar 2024
- Future U Financial Inc.Feb 2023 to Nov 2023
- UnemployedNov 2021 to Jan 2023
- Bank of America, N.A.Jul 2015 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Oct 2021
- Merrill LynchApr 2008 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OK).
Bok Financial Advisors
Legal name: Bok Financial Securities, Inc.
$1.1BAssets managed
3,334Clients
123Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5375180
- Firm CRD
- 17530