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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Loren White is a financial advisor with Arvest Wealth Management. Danny has been in the industry since 2001. Danny is a Certified Financial Planner and holds the Series 63, Series 65, Series 7, Series 7TO, Series 24, and SIE licenses. Danny provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Danny has experience working with clients in Arkansas, Kansas, Missouri, and Oklahoma. Danny is also an adjunct professor at Southern Nazarene University.
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
10/02/2018 - Present
Arvest Wealth Management (OKLAHOMA CITY OK)
KS
11/01/2010 - 02/09/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (LIBERAL KS)
KS
04/30/2008 - 11/01/2010
EVOLVE SECURITIES, INC. (LIBERAL KS)
KS
03/13/2001 - 04/30/2008
AFS BROKERAGE, INC. (ELKHART KS)
BC
Issued 11/19/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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