Unclaimed
David Franklin Frost is a financial advisor with over 20 years of experience in the industry. David is registered with Arvest Wealth Management and is also registered as an Investment Advisor Representative. David has a series 66, Series 7, and a SIE license. David has a strong track record of success in helping individuals and families achieve their financial goals. David specializes in working with high-net-worth 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
02/19/2019 - Present
Arvest Wealth Management (WAGONER OK)
OK
02/13/2004 - 04/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
NJ
11/06/2000 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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