Justin
Boudreaux
Arvest Wealth Management
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About this Advisor
Justin Boudreaux is a financial advisor who works in Joplin, Missouri who has 15 years of industry experience. Boudreaux is currently employed by Arvest Wealth Management. They have spent all of their time as a financial advisor at Arvest Wealth Management. Boudreaux maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Arkansas, Kansas, Missouri, New York, Oklahoma and Texas. Arvest Wealth Management is a registered investment business 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 administers $3 billion in assets between its 7,899 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 39 charities and foundations. Of its 7,899 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets. The company offers a diverse range of services, such as 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 management fee schedules usually are based on which services are provided. Fees charged by Arvest Wealth Management can be comprised of some blend of 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
Justin Boudreaux Work History
Justin has been registered as a financial advisor for 15 years.*
Arvest Asset 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 Justin Boudreaux 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
Bella Vista, AR
Bentonville, AR
Bartlesville, OK
Tulsa, OK
Springfield, MO
Fort Smith, AR
Tulsa, OK
Little Rock, AR
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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