David Nelson, financial advisor Bartlesville OK
93 score

David Nelson

CRD Number: 5576944
Current Firm: Arvest Wealth Management

David Nelson (CRD# 5576944) is an Investment Advisor Representative working at Arvest Wealth Management in Bartlesville, OK and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Asset Management Bartlesville, OK May 2008 - Current 9
Arvest Bank Bartlesville, OK May 2008 - Current 9
Santa Fe Trust Inc. Santa Fe, NM Apr 2007 - May 2008 1
Bankone/jp Morgan Dallas, TX Apr 2003 - Apr 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for David M. Nelson
Phone Number: 479 770 1825
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    1,357
    MILLIONS
  • Total Number of Accounts
    6,456
    ACCOUNTS
  • Average Account Value
    $210,211
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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