George C. Decell
Professional summary
George Cameron Decell, who also goes by Cameron Decell, is a registered financial advisor currently at BOK FINANCIAL PRIVATE WEALTH, INC. located in Plano, Texas.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. George has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Cameron Decell's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 26, 2023 - Present
BOK FINANCIAL PRIVATE WEALTH, INC.
Office #1: 5601 Granite Parkway 13th Floor, Plano, TX 75024September 26, 2023 - October 7, 2024
BOK FINANCIAL SECURITIES, INC.
September 26, 2023 - October 7, 2024
BOK FINANCIAL SECURITIES, INC.
January 19, 2023 - October 13, 2023
UNITED CAPITAL FINANCIAL ADVISORS
January 4, 2021 - October 13, 2023
GOLDMAN SACHS & CO. LLC
September 17, 2018 - January 19, 2023
GOLDMAN SACHS WEALTH SERVICES, L.P.
July 28, 2018 - January 4, 2021
MERCER ALLIED COMPANY, L.P.
Primary Firm SEC Registration
BOK FINANCIAL PRIVATE WEALTH, INC.
CRD#: 106733 / SEC#: 801-51401
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2023)
(1/28/2025)
(10/3/2023)
(9/26/2023)
Exams
Current Firm
BOK FINANCIAL PRIVATE WEALTH, INC.
CRD#: 106733 / SEC#: 801-51401
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,179 |
| AUM (Assets Under Management) | $ 3,185,223,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 12/18/2024 | ||
| 08/25/2023 | ||
| 09/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BOK FINANCIAL PRIVATE WEALTH, INC.
CRD#: 106733Plano, TX 75024TRUST BUT VERIFY
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