Unclaimed
Cullen Parker is a financial advisor with Arvest Wealth Management, registered in Oklahoma, Arkansas, Kansas, and Missouri. Cullen has experience in the financial industry with expertise in financial planning, portfolio management, and pension consulting. Cullen is committed to providing personalized financial advice and services to individuals, families, and businesses.
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
OK
01/15/2025 - Present
Arvest Wealth Management (Tulsa OK)
BC
Issued 07/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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