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Britany Harmon Hargis

Investment adviser representative at Bok Financial Advisors
13 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

13 years in the industry.

  1. Bok Financial Securities, Inc.Apr 2020 to now
  2. BOKF, NAApr 2020 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Apr 2020
  4. Wells Fargo Advisors, LLCFeb 2013 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2011

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
5862339
Firm CRD
17530
Advisor's SEC record (opens in a new tab)
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