linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Isaac David Lee

Arvest Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Isaac? Claim Your Profile

About Isaac David Lee

Isaac David Lee is a financial advisor with Arvest Wealth Management. Isaac has been in the financial industry since June 2022 and has a Series 7TO, Series 66 and SIE. Isaac is registered with the state of Arkansas and 51 other states. Isaac has a background in business, having worked for ASC Warranty and Yellville Summit. Isaac is a graduate of the University of Arkansas. Isaac specializes in providing financial planning, pension consulting and portfolio management for individuals, businesses and investment companies. Isaac also offers educational seminars.

Firm Information

Isaac Lee is currently registered with Arvest Wealth Management. Arvest Wealth Management is a corporation formed in July 1996 and headquartered in Rogers, Arkansas. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. With a focus on comprehensive financial planning, Arvest Wealth Management serves a wide range of clients, including individuals, families, businesses, trusts, and retirement plans. Arvest Wealth Management offers a wrap fee program and has offices throughout Arkansas, Oklahoma, Missouri, and Kansas. The firm has been registered with the SEC and in all 50 states.
Arvest Wealth Management

5201 VILLAGE PARKWAY

ROGERS, AR 72758

$2.59B

Assets Under Management

168

Total Clients

226

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Isaac Lee’s Registration & Firm History

AR

09/22/2023 - Present

Arvest Wealth Management (Rogers AR)

AR

03/25/2022 - 06/15/2022

ARVEST WEALTH MANAGEMENT (BENTONVILLE AR)

Not sure if Isaac David Lee is right for you?

Licenses & Designations

BOTH

Issued 03/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac David Lee.
Not sure if Isaac David Lee is right for you?