Rebecca Speck Foster
Investment adviser representative at Arvest Wealth Management
10 yearsExperience
2 statesRegistered in
$3.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Arvest Wealth ManagementDec 2024 to now
- Hornor, Townsend & Kent, LLCJan 2023 to Jan 2025
- The Penn Mutual Life Insurance CompanyJan 2023 to Jan 2025
- Brokers International Financial ServicesSep 2021 to Jan 2023
- LPL Financial, LLCFeb 2019 to Dec 2020
- Strategic Financial Concepts, LLCJan 2019 to Aug 2021
- Mutual of Omaha Investor Services Inc.Jun 2017 to Feb 2019
- Mutual of Omaha Insurance CompanyMay 2017 to Feb 2019
- Pruco Securities, LLCOct 2016 to May 2017
- The Prudential Insurance Company of AmericaOct 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Arvest Wealth Management
Legal name: Arvest Investments, Inc.
$3.4BAssets managed
6,810Clients
204Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2312576
- Firm CRD
- 42057