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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ratliff is a financial advisor with Arvest Wealth Management. David has been in the financial services industry since 2017. David is registered to provide investment advice in Arkansas, Kansas, Missouri, and Oklahoma. David is also registered to provide securities services in Arkansas, California, Kansas, Missouri, and Oklahoma. David has experience providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. David has a background in commercial real estate and has experience managing family trusts.
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.
1
2
AR
07/28/2020 - Present
Arvest Wealth Management (FT SMITH AR)
OK
12/18/2017 - 03/27/2020
VALIC FINANCIAL ADVISORS, INC. (OKLAHOMA CITY OK)
OK
02/13/2017 - 07/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAWTON OK)
BOTH
Issued 05/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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