Daniel
Robinson

Arvest Wealth Management

CRD#6097469
Investment Advisor
in Little Rock, AR

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About this Advisor

Daniel Robinson is a financial advisor based in Little Rock, Arkansas, with a total of 10 years of relevant experience. Robinson is currently employed by Arvest Wealth Management. Throughout their career, they have worked at Arvest Wealth Management and Arvest Bank. Robinson has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arkansas. Arvest Wealth Management is a financial advisory firm that has its headquarters in Rogers, AR. The firm has offices in 177 locations and a total of 247 advisors. It has $3 billion in assets between its 7,899 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 39 charitable organizations. Of its 7,899 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. Arvest Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which services are offered. However, fees charged by Arvest Wealth Management may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11331 Arcade Drive
Little Rock, AR 72212

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,704,710,870

AR Average: $880,205,985
Total Number of Employees

247

AR Average: 42
Total Number of Accounts

7,899

AR Average: 1,714
Average Account Size

$342,412

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Robinson Work History

Daniel has been registered as a financial advisor for 10 years.*

2019 - Present (5 years)

Arvest Wealth Management

2019 - Present (5 years)

Arvest Bank

2013 - 2019 (6 years)

Arvest Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arvest Wealth Management

Rhonda Sorensen
Springfield, MO
Ryan Thomas
Bentonville, AR
Timothy Israel
Shawnee, OK
Aaron Tesavis
Bartlesville, OK
Cory Sloan
Tulsa, OK
Carlous Noschese
Bella Vista, AR
Pamela Robison
Springfield, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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