Joshua Coody, financial advisor Lawton OK
90 score

Joshua Coody

CRD Number: 6119962
Current Firm: Arvest Wealth Management

Joshua Coody (CRD# 6119962) is an Investment Advisor Representative working at Arvest Wealth Management in Lawton, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Wealth Management Duncan, OK Apr 2015 - Current 3
Arvest Asset Management Springdale, AR Aug 2013 - Apr 2015 1
Arvest Asset Management Springdale, AR Apr 2012 - Aug 2013 1
At&t Fayetteville, AR Sep 2008 - Sep 2012 4
University Of Arkansas Fayetteville, AR Aug 2008 - May 2012 3
University Of Central Arkansas Conway, AR Aug 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Joshua L. Coody
Phone Number: 479 770 1825
Registered State(s):
  • AR
  • OK
By the Numbers
  • Total Assets Under Management
    1,535
    MILLIONS
  • Total Number of Accounts
    6,764
    ACCOUNTS
  • Average Account Value
    $226,933
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
90
Clean Record
This advisor has a clean track record with regulators.

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