Noah Williams, financial advisor Oklahoma City OK

Noah Williams

CRD Number: 7395275
Current Firm: Arvest Wealth Management

Noah Williams (CRD# 7395275) is an Investment Advisor Representative working at Arvest Wealth Management in Oklahoma City, OK and has over 2 years of experience in the finance industry.

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Arvest Wealth Management
Company Name Location Dates Years
Arvest Wealth Management Bartlesville, OK Sep 2022 - Current 1
Arvest Bank Bartlesville, OK Sep 2020 - Current 3
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
Contact Info for Noah J. Williams
Phone Number: 888-916-2121
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    2,593
    MILLIONS
  • Total Number of Accounts
    7,674
    ACCOUNTS
  • Average Account Value
    $337,946
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)
  • Educational seminars/workshops
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, WY

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