Joshua Coody, financial advisor Rogers AR

Joshua Coody

CRD Number: 6119962
Current Firm: Arvest Wealth Management

Joshua Coody (CRD# 6119962) is an Investment Advisor Representative working at Arvest Wealth Management in Rogers, AR and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Wealth Management Rogers, AR Jun 2022 - Current 1
Arvest Bank Rogers, AR Oct 2021 - Jun 2022 < 1
Arvest Wealth Management Rogers, AR Oct 2021 - Jun 2022 < 1
Arvest Bank Lowell, AR Mar 2021 - Oct 2021 < 1
Arvest Wealth Management Lowell, AR Mar 2021 - Oct 2021 < 1
Arvest Wealth Management Lowell, AR Jan 2020 - Mar 2021 1
Arvest Bank Lowell, AR Jan 2020 - Mar 2021 1
Arvest Wealth Management Duncan, OK Apr 2015 - Jan 2020 4
Arvest Asset Management Springdale, AR Aug 2013 - Apr 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Joshua L. Coody
Phone Number: 888-916-2121
Registered State(s):
  • AR
  • KS
  • MO
  • OK
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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