Seth Covey (CRD# 7134534) is an Investment Advisor Representative working at Arvest Wealth Management in Chickasha, OK and has over 4 years of experience in the finance industry.
CRD# 6227287
Lpl Financial LLC
CRD# 6301520
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4953514
Bertrand Investment Strategies, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Chickasha, OK | May 2019 - Current | 4 |
| Arvest Bank | Chickasha, OK | Aug 2017 - May 2019 | 1 |
| Student | Chickasha, OK | Jul 2017 - Dec 2018 | 1 |
| Harps Food Stores | Poteau, OK | Jul 2014 - Jul 2017 | 3 |
| B&h Construction | Goldsby, OK | Jul 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- MO
- OK
- TX
-
Total Assets Under Management2,593MILLIONS
-
Total Number of Accounts7,674ACCOUNTS
-
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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