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Terri Lynn Taylor

Arvest Wealth Management

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About Terri Lynn Taylor

Terri Lynn Taylor is a financial advisor registered with Arvest Wealth Management. Terri has over 15 years of experience in the financial industry. She has a Series 7 and Series 66 license. Terri provides a variety of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Terri is registered to provide financial advice in 28 states and the District of Columbia. Her firm has over 227 investment advisor representatives and manages over $2.5 Billion in assets for individual and institutional clients.

Firm Information

Terri Taylor 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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Terri Taylor’s Registration & Firm History

OK

02/19/2019 - Present

Arvest Wealth Management (BARTLESVILLE OK)

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Licenses & Designations

BOTH

Issued 08/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terri Lynn Taylor.
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