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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Smith is a financial advisor at Arvest Wealth Management. Brian has been in the industry since 2012 and has extensive experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Brian is committed to helping his clients achieve their financial goals and providing them with the guidance they need to make informed decisions about their investments. Brian holds the Series 65, Series 63, Series 7, Series 24 and SIE licenses. Brian is registered to conduct business in Arkansas, Kansas, Missouri and Oklahoma.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
02/15/2019 - Present
Arvest Wealth Management (FT SMITH AR)
BC
Issued 10/16/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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