Danny
White
Arvest Wealth Management
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About this Advisor
Danny White is a certified financial planner operating out of Oklahoma City, Oklahoma with 5 years of relevant experience. White is an employee of Arvest Wealth Management. Throughout their career, they have worked at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, First National Bank - Liberal, Bok Financial Securities, Inc, Bokf, Na, Arvest Wealth Management and Arvest Bank. White maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arkansas, Kansas, Missouri and Oklahoma. Arvest Wealth Management is an 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 handles $3 billion in assets between its 7,899 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 39 charitable organizations. Of its 7,899 customer accounts, just 6% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide set 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 advisory fees usually are based on which service is offered. Fee types billed by Arvest Wealth Management most 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
Danny White Work History
Danny has been registered as a financial advisor for 5 years.*
Arvest Wealth Management
Arvest Bank
Arvest Wealth Management
Arvest Bank
Arvest Wealth Management
Bok Financial Securities, Inc
Bokf, Na
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
First National Bank - Liberal
*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 Danny White 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
Bentonville, AR
Fort Smith, AR
Bentonville, AR
Shawnee, OK
Bentonville, AR
Tulsa, OK
Bella Vista, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
