Noah Williams (CRD# 7395275) is an Investment Advisor Representative working at Arvest Wealth Management in Oklahoma City, OK and has 1 year of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Bartlesville, OK | Sep 2022 - Current | < 1 |
| Arvest Bank | Bartlesville, OK | Sep 2020 - Current | 2 |
| Arvest Wealth Management | Edmond, OK | Mar 2022 - Sep 2022 | < 1 |
| Arvest Wealth Management | Tulsa, OK | Jun 2021 - Mar 2022 | < 1 |
| Arvest Bank | Tulsa, OK | Jun 2021 - Mar 2022 | < 1 |
| Door Dash | Owasso, OK | May 2020 - May 2021 | 1 |
| Evangel University | Springfield, MO | Aug 2017 - May 2021 | 3 |
| Reasor's | Owasso, OK | May 2017 - Aug 2019 | 2 |
| Chick-fil-a | Owasso, OK | May 2014 - Aug 2017 | 3 |
| Lincoln Christian School | Tulsa, OK | Jun 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- OK
-
Total Assets Under Management2,705MILLIONS
-
Total Number of Accounts7,899ACCOUNTS
-
Average Account Value$342,412
- 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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