Misty Dickinson (CRD# 7494464) is an Investment Advisor Representative working at Arvest Wealth Management in Stillwater, OK and has 1 year of experience in the finance industry.
CRD# 6321255
Edward Jones
CRD# 4258404
Epic Wealth Management, LLC
CRD# 4820299
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Oklahoma City, OK | Mar 2024 - Current | < 1 |
| Arvest Wealth Management | Shawnee, OK | Jan 2022 - Mar 2024 | 2 |
| Arvest Bank | Shawnee, OK | Nov 2017 - Jan 2022 | 4 |
| Cpn | Shawnee, OK | May 2017 - Nov 2017 | < 1 |
| Unemployed | Shawnee, OK | Mar 2012 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- OK
- TX
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Total Assets Under Management2,593MILLIONS
-
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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