Advisor at Arvest Wealth management
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Firm
Arvest Wealth management
Location
Wagoner, OK 74467
Credentials
Series 66
Industry experience
18 years
David Frost is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.
Based on Arvest Wealth management
Based on Arvest Wealth management
$250 to $1,000 for financial planning services
$25 to $100 per hour for financial planning services
1521 West Highway 51
Wagoner, OK 74467
Oklahoma · Texas
Arvest Wealth Management
2022 - Present (4 years)
Arvest Wealth management
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Ft Gibson, OK
Eagle Strategies (NY Life)
Series 66
Wagoner, OK
Edward Jones
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Wagoner, OK
Edward Jones
Series 63, Series 66
Coweta, OK
Edward Jones
Series 66
Fort Gibson, OK
Edward Jones
Series 66
Fort Gibson, OK
Edward Jones
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