Rebecca
Foster

Arvest Wealth Management

CRD#2312576
Investment Advisor
in Fort Smith, AR

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About this Advisor

Rebecca Foster is a financial advisor based in Fort Smith, Arkansas, working with Arvest Wealth Management. Rebecca has previously held positions at Securities Management & Research, Inc, Bfc Planning, Inc, Axa Advisors, LLC, Foster Financial Solutions, Pioneer Financial Group, Forest Securities, Inc, Avellino Financial Advisors, Inc, The Prudential Insurance Company Of America, Pruco Securities, LLC, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services Inc, Lpl Financial, LLC, Strategic Financial Concepts, LLC, Brokers International Financial Services, The Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and Arvest Wealth Management. Rebecca has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arkansas, Kansas, Missouri, Oklahoma, and Texas. Currently, Rebecca is part of Arvest Wealth Management, which operates out of Fort Smith, Arkansas. The firm has 181 offices and 232 employees. The firm manages assets totaling $2.8 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Arvest Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

5000 Rogers Ave
Fort Smith, AR 72903

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,824,855,462

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

232

AR Average: 42
Total Number of Accounts

7,800

AR Average: 1,714
Average Account Size

$362,161

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

Rebecca Foster Work History

2024 - Present (1 year)

Arvest Wealth Management

2023 - Present (2 years)

The Penn Mutual Life Insurance Company

2023 - Present (2 years)

Hornor, Townsend & Kent, LLC

2021 - 2023 (2 years)

Brokers International Financial Services

2019 - 2020 (1 year)

Lpl Financial, LLC

2019 - 2021 (2 years)

Strategic Financial Concepts, LLC

2017 - 2019 (2 years)

Mutual Of Omaha Insurance Company

2017 - 2019 (2 years)

Mutual Of Omaha Investor Services Inc

2016 - 2016 (< 1 year)

Pioneer Financial Group

2016 - 2016 (< 1 year)

Forest Securities, Inc

2016 - 2016 (< 1 year)

Avellino Financial Advisors, Inc

2016 - 2017 (1 year)

The Prudential Insurance Company Of America

2016 - 2017 (1 year)

Pruco Securities, LLC

2015 - 2016 (1 year)

Axa Advisors, LLC

2014 - 2015 (1 year)

Securities Management & Research, Inc

2014 - 2015 (1 year)

Bfc Planning, Inc

2014 - 2016 (2 years)

Foster Financial Solutions

Disclosures

Please visit the SEC profile of Rebecca Foster 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

Clint Morris
Mountain Home, AR
Cullen Parker
Broken Arrow, OK
Don Kirn
Lowell, AR
Joshua Coody
Springdale, AR
Michael Gaffigan
Rogers, AR
Neil Royston
Broken Arrow, OK
Joseph Lienhard
Jenks, OK
Charles Holliday
Lowell, AR

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