George Cameron Decell

Bok Financial Private Wealth, INC.

7 Years of Experience

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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.

Employment History

Current Registrations

Bok Financial Private Wealth, INC.

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Bok Financial Advisors

September 2023 - October 2024 · 1 yr 1 mo

Bok Financial Securities, INC.Broker

September 2023 - October 2024 · 1 yr 1 mo

Goldman Sachs Personal Financial Management

January 2023 - October 2023 · 9 mos

Goldman Sachs & CO. LLCBroker

January 2021 - October 2023 · 2 yrs 9 mos

Goldman Sachs Ayco Personal Financial Management

September 2018 - January 2023 · 4 yrs 4 mos

Mercer Allied Company, L.P.Broker

July 2018 - January 2021 · 2 yrs 6 mos

State Registrations4 states

CONEOKTX

Advisor

Exams

No exam information available for this advisor.