Dexter Wise (CRD# 6519569) is an Investment Advisor Representative working at Bfg Wealth in Edmond, OK and has over 8 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burnett Financial Group | Kansas City, MO | Feb 2022 - Current | 2 |
| Full Sail Capital, LLC | Oklahoma City, OK | Jun 2019 - Feb 2022 | 2 |
| Institutional Shareholder Services | Norman, OK | Sep 2017 - May 2019 | 1 |
| Tingue Brown | Tampa, FL | Jan 2017 - Aug 2017 | < 1 |
| 404-cut-tree | Atlanta, GA | Aug 2016 - Oct 2016 | < 1 |
| Edward Jones | Moore, OK | Jul 2015 - May 2016 | < 1 |
| Us Army | Lawton, OK | May 2010 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- OK
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts246ACCOUNTS
-
Average Account Value$741,358
- A percentage of assets under your management
- 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
OK, TX
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