Brett Erwin Proctor

Financial advisor at Bok Financial Advisors

Last updated 2026-10-10

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Brett Erwin Proctor is a financial advisor at Bok Financial Advisors, CRD 7681194. Licenses and exams on the registration: Series 66. IAPD registration began 2023-04-05.

Registration

CRD number
7681194
Registration status
Active
IAPD registration
2023-04-05
Industry Experience
3 years
Work Experience
12 years
States registered
OK

Licenses and exams

  • Series 66

Work history

  • 2014-05 to 2023-01 · Bok Financial · Tulsa, OK
  • 2023-01 to Present · Bok Financial Securities, Inc. · Tulsa, OK
  • 2023-01 to Present · Bokf, NA · Tulsa, OK

Current employment

SEC IAPD record for Brett Erwin Proctor

Bok Financial Advisors

Regulatory AUM
$1,058,021,768
Registered advisors
139
Offices
117
Clients per advisor
24.0 (Low)
Average AUM per client
$317.3K (Low)
High-net-worth client ratio
10.5% (Low)

Bok Financial Advisors: advisors, services and reported ETF investments

About

Brett Erwin Proctor is a financial advisor at Bok Financial Securities, Inc., operating as Bok Financial Advisors. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 12 years of reported work history. Reported roles include Bokf, NA, Bok Financial.

Bok Financial Advisors' firm-level Form ADV reports 139 advisors across 117 offices; approximately 24.0 clients per advisor, average assets per client of $317,343, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Bok Financial Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Registered Municipal Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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