TrueAdvisor
TrueAdvisor
AS
AS

Andrew Kenneth Skinner

Arvest Wealth Management
16 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Arvest Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
6,336 clients
Average Client Portfolio
$446K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$25K

Location

515 S Boulder Avenue, Suite 100, Tulsa, OK, 74103

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2014
Denied
Customer Dispute
May 2012
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Arvest Wealth Management
June 2017 - Present · 8 yrs 8 mos
Arvest Wealth ManagementBroker
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
PNC Investments
December 2014 - May 2017 · 2 yrs 5 mos
PNC InvestmentsBroker
November 2014 - May 2017 · 2 yrs 6 mos
Fifth Third Securities, INC.Broker
April 2009 - October 2014 · 5 yrs 6 mos
Fifth Third Securities, INC.
April 2009 - October 2014 · 5 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2009 - March 2009 · 2 mos
Charles Schwab & CO., INC.
January 2009 - March 2009 · 2 mos
State Registrations6 states
ARKSMAMOOKUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Kenneth Skinner - Financial Advisor | TrueAdvisor