Dennis WhittakerCRD Number: 3023592
Current Firm: Arvest Wealth Management
Dennis Whittaker (CRD# 3023592) is an Investment Advisor Representative working at Arvest Wealth Management in Little Rock, AR and has over 19 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Arvest Wealth Managment||Little Rock, AR||Aug 2016 - Current||1|
|Arvest Bank||Little Rock, AR||Aug 2016 - Current||1|
|Southern Municipal Finance Society||Ponte Verdra, FL||Jan 2007 - Current||11|
|Arvest Asset Management||Little Rock, AR||Jul 2015 - Aug 2016||1|
|Arvest Bank||Little Rock, AR||Jul 2015 - Aug 2016||1|
|Arvest Asset Management||Benton, AR||Aug 2012 - Jul 2015||2|
|Arvest Bank||Benton, AR||Aug 2012 - Jul 2015||2|
|Arvest Asset Management||Little Rock, AR||Jul 2006 - Aug 2012||6|
|Arvest Bank||Little Rock, AR||Jul 2006 - Aug 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management1,535MILLIONS
Total Number of Accounts6,764ACCOUNTS
Average Account Value$226,933
- 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
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