Anne Marie Reed

CFP

Arvest Wealth Management

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Arvest Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

205 advisors

Number of Clients

6,336 clients

Average Client Portfolio

$446K average

Assets Under Management

$2.8B

Fee Structure

Minimum Investment:$25K

Location

1810 North 1st Street, Jacksonville, AR, 72076

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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

Arvest Wealth Management

April 2025 - Present · 10 mos

Arvest Wealth Management

April 2025 - Present · 10 mos

Arvest Wealth ManagementBroker

April 2025 - Present · 10 mos

Previous Registrations

First Horizon Advisors, INC

October 2013 - April 2025 · 11 yrs 6 mos

Ftb Advisors, INC.

February 2009 - March 2012 · 3 yrs 1 mo

Ftb Advisors, INC.

February 2009 - October 2013 · 4 yrs 8 mos

First Horizon Advisors, INC.Broker

December 1996 - April 2025 · 28 yrs 4 mos

State Registrations5 states

ARKSMOOKTN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.