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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Pelton is a financial advisor with Arvest Wealth Management, where James has been with the firm since August 2018. James has been in the industry since July 29, 1991. Previously, James worked at Investment Professionals, Inc., Stephens and Arvest Asset Management. James holds FINRA Series 63 and Series 65 licenses and is registered as a broker-dealer in 19 states and an investment advisor in 5 states. James provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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
AR
02/19/2019 - Present
Arvest Wealth Management (WEST FORK AR)
AR
02/16/2012 - 10/17/2013
INVESTMENT PROFESSIONALS, INC. (OZARK AR)
AR
05/09/2001 - 03/01/2012
STEPHENS (FAYETTEVILLE AR)
AR
03/18/1997 - 05/09/2001
ARVEST ASSET MANAGEMENT (ROGERS AR)
NY
10/12/1993 - 03/16/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
MN
03/08/1993 - 10/13/1993
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MS
02/23/1990 - 02/23/1993
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
MO
01/26/1989 - 01/01/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/25/1988 - 01/26/1989
EDWARD D. JONES & CO., L.P.
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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