William Oligher (CRD# 6528649) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 7 years of experience in the finance industry. William Oligher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
Company Name | Location | Dates | Years |
---|---|---|---|
Arvest Bank | Bentonville, AR | Nov 2022 - Current | 1 |
Arvest Wealth Management | Bentonville, AR | Nov 2022 - Current | 1 |
Arvest Wealth Management | Rogers, AR | Oct 2021 - Nov 2022 | 1 |
Arvest Bank | Rogers, AR | Oct 2021 - Nov 2022 | 1 |
Arvest Wealth Management | Lowell, AR | Sep 2020 - Oct 2021 | 1 |
Arvest Bank | Lowell, AR | Sep 2020 - Oct 2021 | 1 |
Arvest Wealth Management | Lowell, AR | May 2019 - Sep 2020 | 1 |
Arvest Bank | Lowell, AR | May 2019 - Sep 2020 | 1 |
Arvest Bank | Lowell, AR | Jul 2018 - May 2019 | < 1 |
Arvest Wealth Management | Lowell, AR | Jul 2018 - May 2019 | < 1 |
Arvest Wealth Management | Duncan, OK | Jan 2017 - Jul 2018 | 1 |
Arvest Wealth Management | Duncan, OK | Jul 2015 - Jan 2017 | 1 |
Arvest Bank | Lawton, OK | Dec 2014 - Jul 2015 | < 1 |
Playcare Inc. | Lawton, OK | Oct 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- AR
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Total Assets Under Management2,593MILLIONS
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Total Number of Accounts7,674ACCOUNTS
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Average Account Value$337,946
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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