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Lisa Benson Ray

ARVEST INVESTMENTS, INC.·LOWELL, Arkansas
ARVEST INVESTMENTS, INC.
921 WEST MONROE AVENUE, LOWELL, AR 72745-1515CRD# 2143387Firm CRD# 42057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Benson Ray · LOWELL, AR
Registration
CRD #2143387 · ARVEST INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Lisa Benson Ray is a registered financial advisor based in LOWELL, Arkansas, affiliated with ARVEST INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ARVEST INVESTMENTS, INC.
ARVEST WEALTH MANAGEMENT
AUM
$2.6B
Regulatory assets under management
Employees
252
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2143387
Firm CRD# 42057
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Benson Ray offer?
Lisa Benson Ray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOWELL, Arkansas for a consultation.
What are Lisa Benson Ray's credentials?
Lisa Benson Ray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Benson Ray located?
Lisa Benson Ray is based in LOWELL, Arkansas, working with ARVEST INVESTMENTS, INC.. Their office serves clients in the LOWELL metropolitan area and surrounding communities.
How does Lisa Benson Ray charge for services?
Lisa Benson Ray's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARVEST INVESTMENTS, INC.?
ARVEST INVESTMENTS, INC. has approximately 252 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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