Koby Cross, financial advisor Tulsa OK
89 score

Koby Cross

CRD Number: 6200246
Current Firm: Arvest Wealth Management

Koby Cross (CRD# 6200246) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Asset Management Tulsa, OK Sep 2015 - Current 1
Jp Morgan Securities LLC Tulsa, OK Oct 2014 - Aug 2015 < 1
Jpmorgan Chase Bank Tulsa, OK Oct 2014 - Aug 2015 < 1
Tulsa Casa Tulsa, OK Jan 2014 - Jan 2015 1
Morgan Stanley Tulsa, OK Nov 2013 - Sep 2014 < 1
Various Insurance Carriers For W&r Insurance Agencies Tulsa, OK Aug 2013 - Oct 2013 < 1
Waddell & Reed, Inc. Tulsa, OK May 2013 - Oct 2013 < 1
Unemployed Tahlequah, OK Feb 2013 - Apr 2013 < 1
Riverspirit Casino Tulsa, OK Oct 2012 - Feb 2013 < 1
Unemployed Tahlequah, OK Aug 2012 - Oct 2012 < 1
Great Expectations Tahlequah, OK May 2012 - Aug 2012 < 1
Northeastern State University Tahlequah, OK Aug 2010 - May 2012 1
Kp's Quick Mart Heavener, OK Sep 2009 - Aug 2010 < 1
Tote-a-poke Heavener, OK Sep 2007 - Sep 2009 2
Heavener Public Schools Heavener, OK May 2003 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Koby D. Cross
Phone Number: 479 770 1825
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    1,357
    MILLIONS
  • Total Number of Accounts
    6,456
    ACCOUNTS
  • Average Account Value
    $210,211
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)
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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