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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lacewell is a financial advisor with Arvest Wealth Management. Kevin has been in the financial services industry since 2001. Kevin holds the Series 6, 7, and 63 securities licenses as well as the Series 65 investment advisor license. Kevin is also a Certified Financial Planner. Kevin is registered with the state of Arkansas and Oklahoma. Kevin specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Kevin is also employed by Arvest Bank's Trust Department in Bentonville, Arkansas.
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
04/24/2013 - Present
Arvest Wealth Management (BENTONVILLE AR)
AR
01/02/2008 - 04/22/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT SMITH AR)
AR
01/07/2006 - 12/31/2006
CUNA BROKERAGE SERVICES, INC. (FORT SMITH AR)
AR
10/01/2002 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (VAN BUREN AR)
TX
08/10/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
05/01/2001 - 08/06/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MA
09/11/2000 - 05/09/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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