Charles Dean Holliday
Investment adviser representative at Arvest Wealth Management
11 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
11 years in the industry.
- Arvest BankOct 2023 to now
- Arvest Wealth ManagementAug 2019 to now
- Arvest BankMay 2018 to Aug 2019
- University of ArkansasApr 2018 to May 2018
- James & JamesJul 2017 to Apr 2018
- University of Arkansas Fort SmithAug 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
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
- 7167370
- Firm CRD
- 42057