Reid Samuel Walters
Investment adviser representative at Bok Financial Advisors
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 yearsFirm in business
Are you Reid Samuel Walters? Claim your profile
Contact this firm
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
11 years in the industry.
- Bok Financial Securities, Inc.Jan 2023 to now
- BOKF, NAJan 2023 to now
- Arvest BankMay 2022 to Jan 2023
- Arvest Wealth ManagementMay 2022 to Jan 2023
- Weber IncorporatedJan 2020 to May 2022
- William Jewell CollegeJul 2019 to Jan 2020
- Verizon WirelessJun 2018 to Aug 2018
- William Jewell CollegeJun 2017 to Jun 2017
- University of TulsaSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7583662
- Firm CRD
- 17530