Rebecca S. Foster

ARVEST WEALTH MANAGEMENT

OKLAHOMA CITY, OK 73134

Some features on this profile are disabled

CRD#: 2312576

Professional summary

Rebecca Speck Foster, who also goes by Rebecca Speck Foster, Rebecca S Foster, Rebecca Renee Speck, Rebecca Speck, Rebecca Speck Young, is a registered financial advisor currently at ARVEST WEALTH MANAGEMENT located in Oklahoma City, Oklahoma.

Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Rebecca has worked at 16 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Rebecca Speck Foster | Rebecca S Foster | Rebecca Renee Speck | Rebecca Speck | Rebecca Speck Young

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Speck Foster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Rebecca Speck Foster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2025 - Present

ARVEST WEALTH MANAGEMENT

Office #1: 4301 West Memorial, Oklahoma City, OK 73134

RIA

CRD#: 42057

OKLAHOMA CITY, OK

Current

January 3, 2025 - Present

ARVEST WEALTH MANAGEMENT

Office #1: 4301 West Memorial, Oklahoma City, OK 73134

RIA

CRD#: 42057

OKLAHOMA CITY, OK

Past

February 6, 2023 - January 3, 2025

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

Edmond, OK

Past

January 20, 2023 - January 3, 2025

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

Edmond, OK

Past

September 14, 2021 - January 20, 2023

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Oklahoma City, OK

Past

September 14, 2021 - January 20, 2023

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Oklahoma City, OK

Past

February 12, 2019 - August 28, 2021

STRATEGIC FINANCIAL CONCEPTS, LLC

RIA

CRD#: 141849

EDMOND, OK

Past

February 4, 2019 - December 22, 2020

LPL FINANCIAL LLC

CRD#: 6413

EDMOND, OK

Past

June 7, 2017 - February 21, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

OKLAHOMA CITY, OK

Past

June 7, 2017 - February 21, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OKLAHOMA CITY, OK

Past

December 20, 2016 - May 23, 2017

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Oklahoma City, OK

Past

October 20, 2016 - May 23, 2017

PRUCO SECURITIES, LLC.

CRD#: 5685

Oklahoma City, OK

Past

June 22, 2016 - November 9, 2016

AVELLINO FINANCIAL ADVISORS, INC.

RIA

CRD#: 164805

Oaklahoma City, OK

Past

June 20, 2016 - November 9, 2016

FOREST SECURITIES,INC.

CRD#: 16255

HILLSIDE, IL

Past

December 16, 2015 - February 19, 2016

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OKLAHOMA CITY, OK

Past

December 14, 2015 - February 19, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

OKLAHOMA CITY, OK

Past

September 29, 2014 - December 31, 2015

BFC PLANNING, INC.

RIA

CRD#: 119682

EDMOND, OK

Past

September 29, 2014 - December 31, 2015

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

Edmond, OK

Past

August 12, 2011 - October 3, 2014

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Oklahoma City, OK

Past

August 5, 2011 - October 3, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

Oklahoma City, OK

Past

April 8, 2008 - June 10, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

OKLAHOMA CITY, OK

Past

April 4, 2008 - June 10, 2011

LPL FINANCIAL LLC

CRD#: 6413

OKLAHOMA CITY, OK

Past

May 2, 2007 - March 19, 2008

EDWARD JONES

RIA

CRD#: 250

EDMOND, OK

Past

September 5, 2003 - March 19, 2008

EDWARD JONES

CRD#: 250

EDMOND, OK

Past

June 20, 2002 - September 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OKLAHOMA CITY, OK

Past

June 5, 2002 - September 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 10, 1994 - October 22, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

Past

April 8, 1993 - July 19, 1993

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARVEST WEALTH MANAGEMENT

ARVEST ASSET MANAGEMENT | ARVEST WEALTH MANAGEMENT | ARVEST INVESTMENTS, INC.

CRD#: 42057 / SEC#: 801-63738, 8-49677

RIA

Registered Investment Advisory firm - SEC (1/3/2005 Approved)

Arkansas

Registered Investment Advisory firm - SEC (1/4/2005 Terminated)

Oklahoma

Registered Investment Advisory firm - SEC (1/7/2005 Terminated)

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(1/3/2025)

Kansas
(1/3/2025)

Missouri
(1/3/2025)

Oklahoma
(1/3/2025)

IAR

Oklahoma
(1/6/2025)

Pennsylvania
(1/28/2025)

Texas
(1/3/2025)

IAR

Texas
(1/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/15/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/7/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ARVEST WEALTH MANAGEMENT

ARVEST ASSET MANAGEMENT | ARVEST WEALTH MANAGEMENT | ARVEST INVESTMENTS, INC.

CRD#: 42057 / SEC#: 801-63738, 8-49677

RIA

Registered Investment Advisory firm - SEC (1/3/2005 Approved)

Arkansas

Registered Investment Advisory firm - SEC (1/4/2005 Terminated)

Oklahoma

Registered Investment Advisory firm - SEC (1/7/2005 Terminated)

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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Contact information

Main Address

913 W Monroe Avenue, Lowell, AR 72745

Mailing Address

Po Box 1515, Lowell, AR 72745

Phone number

(888) 916-2121

Established

Arkansas since 07/11/1996

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

232

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (9/17/2025)

PART 2A (5/27/2025)

Direct owners and executive officers

Name	Position	CRD#
ARVEST BANK	OWNER
BREWER, GRETCHEN DAPHYNE	FINANCIAL AND OPERATIONAL PRINCIPAL AND PRINCIPAL FINANCIAL OFFICER	5089523
CAIN, KENDRA BRADFORD	DIRECTOR	4580246
CAIN, KENDRA BRADFORD	CHIEF COMPLIANCE OFFICER	4580246
COTTRELL, ASA ANDERSON	CHIEF EXECUTIVE OFFICER, CHAIRMAN, DIRECTOR	2151839
CRAIN, BRADLEY JEAN	DIRECTOR	5203394
DERRYBERRY, DEE GARRISON	DIRECTOR	4013705
DERRYBERRY, DEE GARRISON	COO	4013705
HAYS, KIRK JODELL	DIRECTOR	8156910
JAMES, CARA CLUGSTON	DIRECTOR	7249296
LIPSCOMB, TABITHA HUBBS	DIRECTOR	4347525
MACHEN, JAMES MATTHEW	DIRECTOR	4882241
MORBECK, AMY MARIE	DIRECTOR	7972656
PAROUBEK, YURIK IVER	DIRECTOR	8206030
PAYNE, KARLA	DIRECTOR	4725253
PERRON, JOHN ARLEIGH	ARVEST1 MANAGER / MANAGER OF CLIENT SERVICES, MUNICIPAL PRINCIPAL	3159317
PERRON, JOHN ARLEIGH	PRIVATE SECURITIES OFFERINGS PRINCIPAL	3159317
PERRON, JOHN ARLEIGH	REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP)	3159317
PERRON, JOHN ARLEIGH	PRINCIPAL OPERATIONS OFFICER	3159317
ROGERS, DONNY RAY JR	PRESIDENT INVESTMENT SERVICES, SECRETARY OF BOARD, DIRECTOR	2602108
ROOKER, BARRY CHRISTOPHER	SENIOR DIRECTOR OF SALES/DIRECTOR	3262999
SHEPARD, RODNEY LEMAN	DIRECTOR	7884866
SMITH, BRIAN ANDREW	DIRECTOR, EXECUTIVE VICE PRESIDENT, SENIOR DIRECTOR OF SALES, DIRECTOR OF RETIREMENT PLAN CONSULTING	2888485

Regulatory assets under management

Total Number of Accounts	7,800
AUM (Assets Under Management)	$ 2,824,855,462

Disclosures

Regulatory Event	3
Arbitration	1

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
01/13/2025	Cover Page	Report
10/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Rebecca S. Foster

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Speck Foster's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Rebecca Speck Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARVEST WEALTH MANAGEMENT

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

STRATEGIC FINANCIAL CONCEPTS, LLC

LPL FINANCIAL LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

AVELLINO FINANCIAL ADVISORS, INC.

FOREST SECURITIES,INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

BFC PLANNING, INC.

SECURITIES MANAGEMENT & RESEARCH, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUCO SECURITIES, LLC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ARVEST WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2006

Series 66

Date: 6/15/2002

Series 63

Date: 2/2/1993

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2002

Series 6

Date: 4/7/1993

FINRA

Current Firm

ARVEST WEALTH MANAGEMENT

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

ARVEST WEALTH MANAGEMENT

TRUST BUT VERIFY

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