Robert WilkinsonCRD Number: 5434456
Current Firm: Arvest Wealth Management
Robert Wilkinson (CRD# 5434456) is an Investment Advisor Representative working at Arvest Wealth Management in Springdale, AR and has over 9 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Arvest Asset Management||Springdale, AR||Mar 2012 - Current||5|
|Arvest Asset Management / Arvest Bank||Springdale, AR||Jul 2007 - Mar 2012||4|
|Arvest Bank||Springdale, AR||Oct 2003 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management1,357MILLIONS
Total Number of Accounts6,456ACCOUNTS
Average Account Value$210,211
- 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)
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