TrueAdvisor
TrueAdvisor
AH
CFA
AH
CFA

Andrew Robert Hicks

Bok Financial Private Wealth, INC.
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Bok Financial Private Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
733 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Included in AUM fee

Location

5601 Granite Parkway, 13th Floor, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bok Financial Private Wealth, INC.
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Bok Financial Advisors
October 2015 - September 2018 · 2 yrs 11 mos
Bok Financial Securities, INC.Broker
October 2015 - September 2018 · 2 yrs 11 mos
Northern Trust Securities, INC.Broker
January 2014 - October 2015 · 1 yr 9 mos
Alliancebernstein L.P.
February 2010 - January 2014 · 3 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
February 2010 - January 2014 · 3 yrs 11 mos
State Registrations6 states
AZCACOFLOKTX
Advisor
Exams
No exam information available for this advisor.