Carol Page is a ChFC-designated registered investment advisor at Arvest Wealth Management, based in Springdale, AR, with 6 years of industry experience. Carol is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,810 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning hourly rate — ranging from $25 to $100 per hour depending on the complexity of the client's situation
- Fixed fee financial planning — ranging from $250 to $1,000 depending on the specific arrangement reached with the client
Location
3858 South Thompson Street, Springdale, AR, 72765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carol is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management. Carol splits her time evenly between the two positions.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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