Bradley
Soliman
Arvest Wealth Management
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About this Advisor
Bradley Soliman is a financial advisor operating out of Oklahoma City, Oklahoma with 1 year of relevant experience. Soliman is currently employed by Arvest Wealth Management. Their career trajectory has included roles at Tahlequah Middle School, Tahlequah High School, Northeastern State University, Inspire Financial Group and Arvest Wealth Management. Soliman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arkansas, Missouri, Oklahoma and Texas. Arvest Wealth Management is a financial advisory company that has its headquarters in Rogers, AR. The company has offices in 177 locations and a total of 247 people on staff. It oversees $3 billion in assets across its 7,899 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 39 charitable organizations. Of its 7,899 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets. Arvest Wealth Management provides a diverse assortment 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 typically are based on which services the firm provides the client. However, fee types charged by Arvest Wealth Management can consist of some combination 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
Bradley Soliman Work History
Bradley has been registered as a financial advisor for 1 years.*
Arvest Wealth Management
Northeastern State University
Inspire Financial Group
Inspire Financial Group
Arvest Wealth Management
Tahlequah High School
Tahlequah Middle School
*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 Bradley Soliman 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
Springfield, MO
Springfield, MO
Bentonville, AR
Little Rock, AR
Shawnee, OK
Little Rock, AR
Oklahoma City, OK
Tulsa, OK
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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