Thomas Arra (CRD# 6141100) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 11 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epic Wealth Management, LLC | Oklahoma City, OK | Jul 2018 - Current | 5 |
| Raymond James & Associates | Oklahoma City, OK | Oct 2017 - Jul 2018 | < 1 |
| Unemployed | Oklahoma City, OK | Jun 2017 - Oct 2017 | < 1 |
| Key Investment Services, LLC | Cleveland, OH | Dec 2016 - Jun 2017 | < 1 |
| Keybank | Chagrin Falls, OH | Dec 2016 - Jun 2017 | < 1 |
| Keybank | Chagrin Falls, OH | Oct 2016 - Dec 2016 | < 1 |
| State Farm Vp Management Corp | Stillwater, OK | Mar 2015 - Jul 2016 | 1 |
| Lucas Grounds Insurance Agency | Stillwater, OK | Mar 2015 - Jul 2016 | 1 |
| Devin Sothan Insurance Agency | Phoenix, AZ | Aug 2014 - Feb 2015 | < 1 |
| State Farm Vp Management Corp | Phoenix, AZ | Aug 2014 - Feb 2015 | < 1 |
| State Farm Vp Management Corp | Peoria, AZ | Mar 2013 - Jul 2014 | 1 |
| Kevin Mcgraw Insurnace Agency | Peoria, AZ | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- OK
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts375ACCOUNTS
-
Average Account Value$281,861
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, LA, OK, TX
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