Danny White (CRD# 4340658) is an Investment Advisor Representative working at Arvest Wealth Management in Oklahoma City, OK and has over 19 years of experience in the finance industry. Danny White 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# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Arvest Bank | Oklahoma City, OK | Aug 2021 - Current | 2 |
Arvest Wealth Management | Oklahoma City, OK | Aug 2021 - Current | 2 |
Arvest Wealth Management | Oklahoma City, OK | Jan 2020 - Aug 2021 | 1 |
Arvest Bank | Oklahoma City, OK | Jan 2020 - Aug 2021 | 1 |
Arvest Wealth Management | Oklahoma City, OK | Oct 2018 - Jan 2020 | 1 |
Bok Financial Securities, Inc. | Oklahoma City, OK | Feb 2016 - Sep 2018 | 2 |
Bokf, Na | Oklahoma City, OK | Feb 2016 - Sep 2018 | 2 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2010 - Feb 2016 | 5 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2010 - Feb 2016 | 5 |
First National Bank - Liberal | Liberal, KS | Dec 2009 - Feb 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
S63 | Uniform Securities State Law Examination | Nov 2018 |
- AR
- KS
- MO
- OK
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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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