Eric Brian Shepard
Investment adviser representative at Arvest Wealth Management
2 yearsExperience
1 stateRegistered 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
2 years in the industry.
- Arvest Wealth ManagementDec 2017 to now
- UnemployedOct 2017 to Dec 2017
- Mass Mutual Life Insurance CompanyMar 2017 to Oct 2017
- MML Investors Services, LLCMar 2017 to Oct 2017
- Metlife Securities Inc.Jan 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 3240415
- Firm CRD
- 42057