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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 Delung is a financial advisor with Arvest Wealth Management. Brian has been in the industry for over 30 years and has extensive experience in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Brian holds a Series 7, Series 63, and Series 65 license. Brian also holds the Certified Financial Planner (CFP) designation. Brian is committed to providing personalized financial advice and working with clients to achieve their long-term financial goals.
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
02/17/2019 - Present
Arvest Wealth Management (FT SMITH AR)
AR
07/12/2004 - 04/04/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT SMITH AR)
AR
02/14/2006 - 03/08/2006
ARVEST ASSET MANAGEMENT (FT SMITH AR)
NY
06/21/1995 - 07/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
12/22/1987 - 06/21/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/1987 - 06/21/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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