Isaac David Lee
Investment adviser representative at Arvest Wealth Management
14 yearsExperience
1 stateRegistered in
$3.4BFirm assets
21 yearsFirm in business
Are you Isaac David Lee? 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
14 years in the industry.
- Arvest BankApr 2025 to now
- Arvest Wealth ManagementSep 2023 to now
- Arvest Wealth MangementDec 2023 to Apr 2025
- UnemployedJun 2022 to Sep 2023
- Arvest Wealth ManagementJan 2022 to Jun 2022
- UnemployedAug 2021 to Dec 2021
- Asc WarrantyMay 2021 to Aug 2021
- Asc WarrantyMay 2020 to Aug 2020
- Asc WarrantyMay 2019 to Aug 2019
- Asc WarrantyMay 2018 to Aug 2018
- University of ArkansasAug 2017 to May 2021
- Yellville SummitJan 2012 to Aug 2017
Exams passed
- 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
- 7494301
- Firm CRD
- 42057