Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kenton McNeill is a financial advisor at Arvest Wealth Management, a firm with over 200 licensed agents and a wide range of client types, including high-net-worth individuals, corporations, and charitable organizations. James has been in the financial industry since 2016 and has a strong track record of providing investment advice and financial planning services. James has a Series 6, 7, and 66 license and is registered in several states, including Kansas, Missouri, Tennessee, and Utah. James is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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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MO
03/28/2019 - Present
Arvest Wealth Management (JOPLIN MO)
CA
08/05/2016 - 04/26/2017
J.P. MORGAN SECURITIES LLC (PALM SPRINGS CA)
BOTH
Issued 03/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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