Emilee C. Tarver
Professional summary
Emilee Catherine Tarver, who also goes by Emilee Tarver, is a registered financial advisor currently at D.M. WEALTH MANAGEMENT, INC. located in Norman, Oklahoma.
Emilee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Emilee has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emilee Catherine Tarver's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2025 - Present
D.M. WEALTH MANAGEMENT, INC.
Office #1: 309 East Main Street, Norman, OK 73069February 1, 2021 - February 17, 2021
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2025)
Exams
Series 7TO
Date: 2/1/2021
General Securities Representative ExaminationCurrent Firm
D.M. WEALTH MANAGEMENT, INC.
CRD#: 128194 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 431 |
| AUM (Assets Under Management) | $ 49,894,221 |
Red Flags
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