Terri Taylor, financial advisor Caney KS
93 score

Terri Taylor

CRD Number: 5623723
Current Firm: Arvest Wealth Management

Terri Taylor (CRD# 5623723) is an Investment Advisor Representative working at Arvest Wealth Management in Caney, KS and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Taylor Trucking LLC Bartlesville, OK Jul 2009 - Current 7
Arvest Asset Management Bartlesville, OK Jan 2007 - Current 9
Taymar Properties LLC Bartlesille, OK Aug 2005 - Current 11
Arvest Bank Bartlesville, OK Jul 1989 - Current 27
Arvest Bartlesville, OK Jan 2009 - Apr 2009 < 1
Caney Valley National Bank Caney, KS Aug 1989 - Jan 2007 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Terri L. Taylor
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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