Steven Burkhead, financial advisor Fayetteville AR
93 score

Steven Burkhead

CRD Number: 1913109
Current Firm: Arvest Wealth Management

Steven Burkhead (CRD# 1913109) is an Investment Advisor Representative working at Arvest Wealth Management in Fayetteville, AR and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Asset Management Fayetteville, AR Apr 2012 - Current 4
Wells Fargo Advisors LLC Fayetteville, AR May 2009 - Apr 2012 2
Wachovia Securities, LLC Rogers, AR Jan 2008 - May 2009 1
A.g. Edwards & Sons, Inc. Rogers, AR Dec 1988 - Jan 2008 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Apr 1994
Contact Info for Steven R. Burkhead
Phone Number: 479 770 1825
Registered State(s):
  • AR
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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