Koby
Cross
Arvest Wealth Management
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About this Advisor
Koby Cross is a financial advisor based in Oklahoma City, Oklahoma, working with Arvest Wealth Management. Koby has previously held positions at Morgan Stanley, Jp Morgan Securities LLC, Jpmorgan Chase Bank, Tulsa Casa, Arvest Wealth Management, and Arvest Bank. Koby has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Koby is part of Arvest Wealth Management, which operates out of Oklahoma City, Oklahoma. 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
Koby Cross Work History
Arvest Wealth Management
Arvest Bank
Arvest Wealth Management
Arvest Wealth Management
Arvest Wealth Management
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Tulsa Casa
Morgan Stanley
Disclosures
Please visit the SEC profile of Koby Cross 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
Rogers, AR
Rogers, AR
Fayetteville, AR
Jenks, OK
Springfield, MO
Overland Park, KS
Chickasha, OK
Bartlesville, OK
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