Suzanne
Duhon
Arvest Wealth Management
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About this Advisor
Suzanne Duhon is a financial advisor working in Bartlesville, Oklahoma, with 15 years of industry experience. Duhon is currently employed by Arvest Wealth Management. They have been an employee of Arvest Wealth Management for all of their career. Duhon holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas, Kansas, Missouri, Oklahoma and Texas. Arvest Wealth Management is a registered investment business 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 under management across its 7,899 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 39 charities and foundations. Of its 7,899 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a diverse range 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 advice typically vary depending on the type of financial services. However, fees billed by Arvest Wealth Management likely consist of some blend 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
Suzanne Duhon Work History
Suzanne has been registered as a financial advisor for 15 years.*
Arvest Wealth Management
*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 Suzanne Duhon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Oklahoma City, OK
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Bartlesville, OK
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Tulsa, OK
Bentonville, AR
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