RF
Rebecca S. Foster
ARVEST WEALTH MANAGEMENT
Oklahoma City, OK 73102
Some features on this profile are disabled
CRD#: 2312576
RF
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.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL| POSITION HELD: AGENT | ADDRESS: 14025 N EASTERN AVE, #1801, EDMOND, OK 73013 | START DATE: 1/19/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) LEGACY & SUCCESSION POSITION: Agent NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2024 ADDRESS: 3030 NW EXPRESSWAY, SUITE 700, OKLAHOMA CITY, OK 73112, United States DESCRIPTION: Insurance sales & services, Investment & advisory services, disability, long term care, 401k & other corporate retirement plans, Medicare 3) NAVIGATING LIFE CHANGES - DBA POSITION: Proprietor/Owner NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 04/17/2024 ADDRESS: 14025 N EASTERN AVE, #1801, EDMOND OK 73013, United States DESCRIPTION: Retirement & estate planning including investments, life, disability, long term care, social security & Medicare along with estate planning tools.
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
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2025 - Present
ARVEST WEALTH MANAGEMENT
Office #1: 201 Robert S. Kerr Avenue, Suite 100, Oklahoma City, OK 73102RIA
BD
CRD#: 42057
Oklahoma City, OK
Current
January 3, 2025 - Present
ARVEST WEALTH MANAGEMENT
Office #1: 201 Robert S. Kerr Avenue, Suite 100, Oklahoma City, OK 73102RIA
BD
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
BD
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.
BD
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
BD
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.
BD
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.
BD
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.
BD
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
BD
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.
BD
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
BD
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
BD
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
BD
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
BD
CRD#: 7691
NEW YORK, NY
Past
February 10, 1994 - October 22, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Past
April 8, 1993 - July 19, 1993
WOODBURY FINANCIAL SERVICES, INC.
BD
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".
AW
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)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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.RR
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
RR
Arkansas(1/3/2025)
IAR
Arkansas(1/13/2025)
RR
Kansas(1/3/2025)
IAR
Kansas(1/8/2025)
RR
Missouri(1/3/2025)
IAR
Missouri(1/3/2025)
RR
Oklahoma(1/3/2025)
IAR
Oklahoma(1/6/2025)
RR
Pennsylvania(1/28/2025)
RR
Texas(1/3/2025)
IAR
Texas(1/3/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
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)BD
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)
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 | CHIEF COMPLIANCE OFFICER | 4580246 |
| CAIN, KENDRA BRADFORD | DIRECTOR | 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 |
| 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 |
| SABIN, KENNETH KEVIN | DIRECTOR | 5947088 |
| 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 | ||
| 01/13/2025 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
