Daniel Brownlow
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.
- Bok Financial Securities, Inc.Jul 2024 to now
- BOKF, NAJul 2024 to now
- Avantax Advisory ServicesDec 2021 to Jun 2024
- Avantax Investment Services, Inc.Dec 2021 to Jun 2024
- Bok Financial Securities, Inc.Jun 2019 to Nov 2021
- BOKF, NAJun 2019 to Nov 2021
- BOKF, Na dba Bank of OklahomaJan 2018 to May 2019
- BOKF, Na dba Bank of OklahomaJan 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7125736
- Firm CRD
- 17530