Best Investors Account Sign in

Taylor Rachelle Crutchfield-Henderson

Arvest Wealth Management

Ft Smith, AR

Lowell, AR

CRD 6745412

Claim This Profile
Employer firm

Arvest Wealth Management CRD 42057

$3.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Arvest Wealth Management

913 W Monroe Avenue, Lowell, AR 72745 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2017-04-27
  • AR RA
    APPROVED
    Since 2017-04-27

Branch Locations

5000 Rogers Ave, Ft Smith, AR 72903 • United States

913 West Monroe Avenue, Lowell, AR 72745 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arvest Bank Fayetteville AR 06/2014 12/2016
Arvest Wealth Management Lowell AR 12/2016 11/2017
Arvest Wealth Management Bentonville AR 11/2017 07/2018
Arvest Wealth Management Rogers AR 07/2018 03/2020
Arvest Wealth Management Lowell AR 03/2020 02/2023
Arvest Bank Lowell AR 03/2020 02/2023
Arvest Bank Lowell AR 02/2023 Present
Arvest Wealth Management Lowell AR 02/2023 Present
Other Businesses

Dually employed by Arvest Bank's Trust Department, located in Lowell, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-27
  • S66 Uniform Combined State Law Examination
    2017-04-27
Other Names
  • Taylor Crutchfield
  • Taylor Rachelle Crutchfield

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Ft Smith, AR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor