Kory
Allsop
Arvest Wealth Management
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About this Advisor
Kory Allsop is a financial advisor based in Tulsa, Oklahoma, working with Arvest Wealth Management. Kory has previously held positions at Bank Of Oklahoma, Bok Financial Securities, Inc, Bokf, Na, and Arvest Wealth Management. Kory has passed the Series 66 regulatory exam and is registered to provide services in Arkansas, Kansas, Missouri, Oklahoma, and Texas. Currently, Kory is part of Arvest Wealth Management, which operates out of Tulsa, 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
Kory Allsop Work History
Arvest Wealth Management
Bok Financial Securities, Inc
Bokf, Na
Bank Of Oklahoma
Disclosures
Please visit the SEC profile of Kory Allsop 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
Oklahoma City, OK
Overland Park, KS
Springfield, MO
Fayetteville, AR
Jacksonville, AR
Jenks, OK
Chickasha, OK
Bartlesville, OK
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