Advisor at Arvest Wealth management
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Firm
Arvest Wealth management
Location
Ft Smith, AR 72903
Credentials
Series 66
Industry experience
9 years
Joshua Neal is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Arvest Bank before joining Arvest Wealth Management, where he has been since 2019. Neal is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management division. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored 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
5000 Rogers Ave
Ft Smith, AR 72903
Arkansas
Arvest Bank
2022 - Present (4 years)
Arvest Bank
2020 - 2022 (2 years)
Arvest Wealth Management
2019 - Present (7 years)
Arvest Bank
2017 - 2020 (3 years)
Merrill
2011 - 2017 (6 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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