Unclaimed
Landon Trent Lea is a financial advisor who has been in the industry since 2006. Landon is currently a registered representative with Arvest Wealth Management. Landon specializes in providing financial advice to individuals, high-net-worth individuals, corporations, 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.
1
2
AR
09/16/2010 - Present
Arvest Wealth Management (JACKSONVILLE AR)
AR
09/11/2006 - 09/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (FORT SMITH AR)
IA
Issued 09/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2015
Series 4 - Registered Options Principal Examination
BC
Issued 02/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Landon Lea is the right advisor for you? Invested Better is here to help.