Colin Cathey, financial advisor Bentonville AR

Colin Cathey

CRD Number: 5066790
Current Firm: Arvest Wealth Management

Colin Cathey (CRD# 5066790) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 17 years of experience in the finance industry.

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Stephens
Company Name Location Dates Years
Arvest Welth Management Bentonville, AR Aug 2020 - Current 3
Arvest Wealth Management Rogers, AR Oct 2019 - Aug 2020 < 1
Td Ameritrade, Inc. Rogers, AR Feb 2018 - Sep 2019 1
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Sep 2019 1
Scottrade, Inc. Memphis, TN Nov 2005 - Sep 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Colin M. Cathey
Phone Number: 888-916-2121
Registered State(s):
  • AR
  • KS
  • MO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    2,593
    MILLIONS
  • Total Number of Accounts
    7,674
    ACCOUNTS
  • Average Account Value
    $337,946
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)
  • Educational seminars/workshops
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, WY

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