Marcus Carr (CRD# 7494394) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 2 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Tulsa, OK | Jan 2022 - Current | 2 |
| Arvest Bank | Tulsa, OK | Jan 2022 - Current | 2 |
| Bass Pro Shops | Broken Arrow, OK | Jun 2020 - Dec 2021 | 1 |
| Unemployed | Broken Arrow, OK | May 2020 - Jun 2020 | < 1 |
| Concordia University | Seward, NE | Aug 2016 - May 2020 | 3 |
| Walmart | Broken Arrow, OK | May 2019 - Aug 2019 | < 1 |
| Concordia University | Seward, NE | May 2018 - Aug 2018 | < 1 |
| Kohl's | Tulsa, OK | May 2017 - Aug 2017 | < 1 |
| Unemployed | Broken Arrow, OK | May 2016 - Aug 2016 | < 1 |
| Immanuel Lutheran | Broken Arrow, OK | Jan 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- AR
- KS
- MO
- NY
- OK
- TX
-
Total Assets Under Management2,593MILLIONS
-
Total Number of Accounts7,674ACCOUNTS
-
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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