Joshua Warren Neal
Investment adviser representative at Arvest Wealth Management
15 yearsExperience
1 stateRegistered in
$3.4BFirm assets
21 yearsFirm in business
Are you Joshua Warren Neal? Claim your profile
Contact this firm
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
15 years in the industry.
- Arvest Wealth ManagementJan 2019 to now
- Arvest BankSep 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2011 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 6331721
- Firm CRD
- 42057