Clint Morris (CRD# 5739472) is an Investment Advisor Representative working at Arvest Wealth Management in Mountain Home, AR and has over 13 years of experience in the finance industry. Clint Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4550777
Edward Jones
CRD# 6294905
Raymond James Financial Services Advisors, Inc.
CRD# 5278235
Crews & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Mountain Home, AR | Jan 2019 - Current | 5 |
| Arvest Wealth Management | Rogers, AR | Sep 2017 - Dec 2018 | 1 |
| Arvest Wealth Management | Bentonville, AR | Mar 2016 - Sep 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Germantown, TN | Apr 2015 - Mar 2016 | < 1 |
| Mml Investors Services LLC | Memphis, TN | Jul 2013 - Apr 2015 | 1 |
| Massmutual Life Insurance Co | Memphis, TN | Jun 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- AR
- KS
- MO
- OK
- TX
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Total Assets Under Management2,593MILLIONS
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Total Number of Accounts7,674ACCOUNTS
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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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