Homer Justin Giles
Investment adviser representative at Arvest Wealth Management
14 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
14 years in the industry.
- Arvest Wealth ManagementSep 2017 to now
- Bank of America, N.A.Feb 2013 to Sep 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 6103128
- Firm CRD
- 42057