TrueAdvisor
TrueAdvisor
AW
AW

Allen Brent Wagner

Arvest Wealth Management
15 Years of Experience
Broker
View SEC Summary
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

913 West Monroe Avenue, Lowell, AR, 72745

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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
Arvest Wealth ManagementBroker
May 2016 - Present · 9 yrs 9 mos
Arvest Wealth Management
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - May 2016 · 2 yrs 4 mos
Cetera Investment Services LLCBroker
April 2013 - May 2016 · 3 yrs 1 mo
Cetera Investment Services LLC
April 2013 - January 2014 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - April 2013 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - April 2013 · 2 yrs 9 mos
State Registrations12 states
ALARAZFLLAMOMSNCNYOKORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.