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Marquise Lamont Haliburton

Advisor at Arvest Wealth management — Lawton, OK E Gore Boulevard

Updated today

Credentials

Series 66

Experience

2 years

Location

Lawton, OK 73501

Arvest Wealth management logo

Arvest Wealth management

Multi-team

Total advisors

204

Across 30 offices

Clients per advisor

33 Low

Avg AUM per client

$438,982 Low

HNW client ratio

9% Low

About

Marquise Haliburton is a financial advisor at Arvest Wealth Management in Lawton, OK, with two years of industry experience. He holds a Series 66 credential and has worked at both Arvest Wealth Management and Arvest Bank since 2023. Prior to his financial services career, he was employed at Target and the Lawton Country Club. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, utilizing Investment Policy Statements to guide service recommendations and model allocations.

Client services

Based on Arvest Wealth management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Arvest Wealth management

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance

Occupation focus

Based on Arvest Wealth management

Founder/Business Owner Retired

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Fee options

Fixed

Typically $250 to $1,000 for financial planning services if charged

Project-based

$25 to $100 per hour for financial planning services if charged

Location

See office

Lawton, OK E Gore Boulevard

2902 E Gore Boulevard

Lawton OK 73501

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

2 years of industry experience

Arvest Bank

2026 - Present • 1 year

Lawton, OK

Arvest Wealth Management

2026 - Present • 1 year

Lawton, OK

Arvest Wealth Management

2025 - 2026 • 1 year

Duncan, OK

Arvest Bank

2025 - 2026 • 1 year

Duncan, OK

Arvest Wealth Mangement

2024 - 2025 • 1 year

Broken Arrow, OK

Arvest Bank

2024 - 2025 • 1 year

Broken Arrow, OK

Arvest Wealth Management

2023 - 2024 • 1 year

Tulsa, OK

Arvest Bank

2023 - 2024 • 1 year

Tulsa, OK

Arvest Bank

2023 - 2023 • 1 year

Lawton, OK

Target

2020 - 2023 • 3 years

Lawton, OK

Lawton Country Club

2019 - 2022 • 3 years

Lawton, OK

Eisenhower High School

2015 - 2019 • 4 years

Lawton, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John M

Series 65

Lawton, OK

Invictus Investment Advisors

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, Oklahoma, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including consulting and economic development at the Lawton Fort Sill Chamber of Commerce. Montgomery also maintains separate consulting engagements alongside his advisory practice. Invictus Investment Advisors provides discretionary investment management and financial planning to both individual and institutional clients, including employer-sponsored retirement plans. The firm employs primarily passive investment strategies based on Modern Portfolio Theory and offers employee benefit plan advisory services, maintaining discretionary authority and conducting regular portfolio reviews.

Passive / index investing
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Wade M

Series 66

Lawton, OK

First Command Advisory Services

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history with MSC Industrial Supply Co and Super Supplements. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Anna Kay H

Series 66

Lawton, OK

First Command Advisory Services

Anna Kay Hamilton is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and serves as Treasurer on the board of the Air Defense Association. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Savannah C

Series 66

Lawton, OK

First Command Advisory Services

Savannah Coltrain is a Series 66 licensed financial advisor at First Command Advisory Services with three years of industry experience. Her prior roles include positions at New Oklahoma Investments and various service and hospitality businesses. She has also been involved with Backporch Drafthouse and Mike's Sports Grille. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centralized portfolio management and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Henry E

Series 63, Series 65

Lawton, OK

First Command Advisory Services

Henry Evans III is a financial advisor at First Command Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 1993. Outside of his advisory role, he is president of Henry C Evans III, Enterprises, LLC, an entity used for financial and tax purposes related to his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers and model portfolios for clients.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Lesli N

Series 66

Lawton, OK

Ameriprise

Lesli Niusulu is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Ross Hankins Insurance Agency. Outside of her advisory role, she provides bookkeeping services to Centenary United Methodist Church in Lawton, Oklahoma. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis, delivering non-discretionary recommendations through a centralized consulting team in partnership with client advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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