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Rebecca S Foster

Arvest Wealth Management

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About Rebecca S Foster

Rebecca Foster is a financial advisor registered with Arvest Wealth Management. Rebecca has over 20 years of experience in the financial services industry. Rebecca specializes in financial planning, portfolio management, and pension consulting. Rebecca holds Series 6, 7, 63, 65, and 66 licenses and has passed the SIE exam.

Firm Information

Rebecca Foster 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Rebecca Foster’s Registration & Firm History

AR

01/03/2025 - Present

Arvest Wealth Management (FT SMITH AR)

OK

09/14/2021 - 01/20/2023

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Oklahoma City OK)

OK

02/04/2019 - 12/22/2020

LPL FINANCIAL LLC (EDMOND OK)

OK

06/07/2017 - 02/21/2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OKLAHOMA CITY OK)

OK

10/20/2016 - 05/23/2017

PRUCO SECURITIES, LLC. (Oklahoma City OK)

IL

06/20/2016 - 11/09/2016

FOREST SECURITIES,INC. (HILLSIDE IL)

OK

12/14/2015 - 02/19/2016

AXA ADVISORS, LLC (OKLAHOMA CITY OK)

OK

09/29/2014 - 12/31/2015

SECURITIES MANAGEMENT & RESEARCH, INC. (Edmond OK)

OK

08/05/2011 - 10/03/2014

MML INVESTORS SERVICES, LLC (Oklahoma City OK)

OK

04/04/2008 - 06/10/2011

LPL FINANCIAL LLC (OKLAHOMA CITY OK)

OK

09/05/2003 - 03/19/2008

EDWARD JONES (EDMOND OK)

NY

06/05/2002 - 09/10/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

02/10/1994 - 10/22/1994

PRUCO SECURITIES CORPORATION

NA

04/08/1993 - 07/19/1993

FORTIS INVESTORS, INC.

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Licenses & Designations

IA

Issued 12/12/2006

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Rebecca S Foster. Review regulatory record here.
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