Anne
Boozer
Arvest Wealth Management
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About this Advisor
Anne Boozer is a financial advisor who works in Tulsa, Oklahoma with 2 years of industry experience. Boozer is currently employed by Arvest Wealth Management. Over the course of their career, they have held roles at Nationwide Investment Services Corporation and Arvest Wealth Management. Boozer has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Arkansas, Kansas, Missouri and Oklahoma. Arvest Wealth Management is a firm headquartered in Rogers, AR. It has offices in 177 locations and a total of 247 financial advisors. It handles $3 billion in assets across its 7,899 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 39 charitable organizations. Of its 7,899 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a number 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. Fees for financial management typically are based on the type of financial services provided. However, fees billed by Arvest Wealth Management likely 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
Anne Boozer Work History
Anne has been registered as a financial advisor for 2 years.*
Arvest Wealth Management
Nationwide Investment Services Corporation
*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 Anne Boozer 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
Bentonville, AR
Little Rock, AR
Fort Smith, AR
Tulsa, OK
Little Rock, AR
Bentonville, AR
Oklahoma City, OK
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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