Rina
Mehta
Arvest Wealth Management
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About this Advisor
Rina Mehta is a financial advisor based in Mission, Kansas, working with Arvest Wealth Management. Rina has previously held positions at Bank Of Kansas City, Commerce Bank, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Copper Financial Network, LLC, Arvest Bank, and Arvest Wealth Management. Rina has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Rina is part of Arvest Wealth Management, which operates out of Mission, Kansas. The firm has 180 offices and 252 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including 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
Services Offered
Fee Structure
Office Location
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Arvest Wealth Management Brokerage Details
$2,593,400,723
252
7,674
$337,946
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
Rina Mehta Work History
Arvest Bank
Arvest Wealth Management
Copper Financial Network, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Commerce Bank
Bank Of Kansas City
Disclosures
Please visit the SEC profile of Rina Mehta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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