David Ratliff (CRD# 6720803) is an Investment Advisor Representative working at Arvest Wealth Management in Fort Smith, AR and has over 7 years of experience in the finance industry.
CRD# 4232166
Lpl Financial LLC
CRD# 2201062
Sutterfield Financial Group, Inc.
CRD# 5775014
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Oklahoma City, OK | Jul 2023 - Current | < 1 |
| Arvest Wealth Management | Norman, OK | Jan 2021 - Jul 2023 | 2 |
| Arvest Wealth Management | Norman, OK | Jul 2020 - Jan 2021 | < 1 |
| Aig Retirement Services | Oklahoma City, OK | Dec 2017 - May 2020 | 2 |
| The Horton Trust | Lawton, OK | Aug 2017 - Dec 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lawton, OK | Oct 2016 - Jul 2017 | < 1 |
| Serco Na | Reston, VA | Jun 2016 - Aug 2016 | < 1 |
| Labor Ready, Trueblue Inc. | Tacoma, WA | Dec 2014 - Jun 2016 | 1 |
| Texhoma It Solutions | Lawton, OK | Nov 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- AR
- KS
- MO
- OK
-
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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