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Thomas Matthew Arra

Investment Adviser Representative at EPIC WEALTH MANAGEMENT, LLC

Oklahoma City, OKCRD #6141100Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas Matthew Arra has worked in the securities industry since 2017. They are registered to provide investment advisory services in Oklahoma.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Oklahoma
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/6/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 4/15/2013
SIE
Securities Industry Essentials Examination
Passed 7/17/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/21/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

EPIC Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EPIC WEALTH MANAGEMENT, LLCCurrent
4/12/2022Oklahoma City, OK
RAYMOND JAMES & ASSOCIATES, INC.
10/23/20177/17/2018Oklahoma City, OK
KEY INVESTMENT SERVICES LLC
12/14/20166/6/2017Chagrin Falls, OH
STATE FARM VP MANAGEMENT CORP.
3/26/20136/3/2016Stillwater, OK
ONEAMERICA SECURITIES, INC.
12/22/20122/11/2013Scottsdale, AZ

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EPIC WEALTH MANAGEMENT, LLC

2 other advisors in the directory

View EPIC WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Matthew Arra has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Thomas Matthew Arra - Financial Advisor in Oklahoma City, OK | AdvisorFinder