Unclaimed Profile

Theresa Diane Wells

ARVEST INVESTMENTS, INC.·LOWELL, Arkansas

ARVEST INVESTMENTS, INC.

921 WEST MONROE AVENUE, LOWELL, AR 72745-1515CRD# 2568133Firm CRD# 42057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theresa Diane Wells · LOWELL, AR

Registration

CRD #2568133 · ARVEST INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Theresa Diane Wells 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ARVEST INVESTMENTS, INC.

ARVEST WEALTH MANAGEMENT

AUM

$2.6B

Regulatory assets under management

Employees

252

Total firm employees

View all advisors at ARVEST INVESTMENTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2568133

Firm CRD# 42057

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theresa Diane Wells offer?

Theresa Diane Wells specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOWELL, Arkansas for a consultation.

What are Theresa Diane Wells's credentials?

Theresa Diane Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theresa Diane Wells located?

Theresa Diane Wells is based in LOWELL, Arkansas, working with ARVEST INVESTMENTS, INC.. Their office serves clients in the LOWELL metropolitan area and surrounding communities.

How does Theresa Diane Wells charge for services?

Theresa Diane Wells'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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