Roger
Cunningham
Arvest Wealth Management
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About this Advisor
Roger Cunningham is a financial advisor working out of Fayetteville, Arkansas who has 24 years of relevant experience. Cunningham is on the advisory team at Arvest Wealth Management. Cunningham has gained experience at Arvest Investments, Inc, Arvest Investment Division and Arvest Wealth Management. Cunningham holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas, Missouri, New York, Oklahoma and Texas. Arvest Wealth Management is a financial advisory company that has its headquarters in Rogers, AR. The investment advisory business has offices in 177 locations and a total of 247 people on staff. It controls $3 billion in assets between its 7,899 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 39 charitable organizations. Of its 7,899 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a wide range 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. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Arvest Wealth Management can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arvest Wealth Management Brokerage Details
$2,704,710,870
247
7,899
$342,412
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
Roger Cunningham Work History
Roger has been registered as a financial advisor for 24 years.*
Arvest Wealth Management
Arvest Investments, Inc
Arvest Investment Division
*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 Roger Cunningham 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
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Bentonville, AR
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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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