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Barbara Jean Ramsey Mills

Arvest Wealth Management

Fayetteville, AR

Fayetteville, AR

CRD 3225165

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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
TX RA APPROVED 2019-04-25
AR RA APPROVED 2003-03-04
  • TX RA
    APPROVED
    Since 2019-04-25
  • AR RA
    APPROVED
    Since 2003-03-04

Branch Locations

75 N East Avenue, Fayetteville, AR 72701 • United States

2761 E Mission Blvd, Fayetteville, AR 72703 • 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 Wealth Management Fayetteville AR 05/2011 07/2019
Arvest Wealth Management Fayetteville AR 07/2019 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-07-08
S65 Uniform Investment Adviser Law Examination 1999-06-29
  • S63 Uniform Securities Agent State Law Examination
    1999-07-08
  • S65 Uniform Investment Adviser Law Examination
    1999-06-29
Designations
  • Certified Financial Planner
Other Names
  • Barbara Jean Ramsey
  • Barbara Jean Still

View on SEC IAPD

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