Chad Lynn Wood
Investment adviser representative at Bok Financial Advisors
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 yearsFirm in business
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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
10 years in the industry.
- Bok Financial Securities, Inc.Oct 2021 to now
- BOKF, NAOct 2021 to now
- JPMorgan Chase Bank NAJan 2021 to Sep 2021
- JPMorgan Securities, LLCJan 2021 to Sep 2021
- UnemployedDec 2020 to Dec 2020
- TIAAJun 2011 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCJun 2011 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5452865
- Firm CRD
- 17530