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Audrey Lynn Pool

Advisor at LPL Financial — Batesville, AR

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Batesville, AR 72501

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,465 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Audrey Pool is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Investment Centers of America, SWBC Investment Company, and Kestra Investment Services. She also serves as a financial advisor for First Community Bank of Batesville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Batesville, AR

1401 Harrison St

Batesville AR 72501

Advisors at this office

2

Most active in

Arkansas · Texas

Work history

25 years of industry experience

LPL Financial

2017 - Present • 9 years

Batesville, AR

Investment Centers of America

2015 - 2017 • 2 years

Batesville, AR

SWBC Investment Company

2009 - 2015 • 6 years

Kestra Investment Services, LLc

2006 - 2009 • 3 years

Batesville, AR

Disclosures

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

Business activities & affiliations

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Robert M

Series 63, Series 65

Batesville, AR

Cetera

Robert Mcgaha is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has worked with First Allied Securities and its related entities from 2002 to 2022 before joining Cetera and establishing Mcgaha Investment Group in 2023. Mcgaha serves as president of Gideons International, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. It provides a range of portfolio management and financial planning services through a multi-manager platform, serving individuals, retirement plans, corporate, charitable, and institutional clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles S

Series 66

Batesville, AR

Ameriprise

Charles Schaaf is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2018, with prior experience at Investment Professionals, Inc. Outside of his advisory role, he performs as a guitarist and singer in the band Deadbird. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

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

CFP®, ChFC®, Series 66

Batesville, AR

Ameriprise

Andrew Walmsley is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2016. He is involved in community activities, including serving on the Jenkins-Henderson American Legion Baseball board, the Batesville School Board, and as secretary of the Kiwanis Club of Batesville. Walmsley also owns Walmsley Ventures, LLC, which supports the operation and payroll for his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research, third-party data, and algorithmic tools, operating within an affiliated product ecosystem with specific enrollment criteria for retirement income clients.

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

David W

Series 66

Batesville, AR

Edward Jones

David Winberry is a Series 66-licensed financial advisor with Edward Jones in Batesville, Arkansas, where he has worked since 2008, totaling 18 years of industry experience. He serves as Vice President of the Kiwanis Club of Batesville, a local civic organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Braden M

Series 66

Batesville, AR

Thrivent Investment Management

Braden Mead is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc, as well as a year at Lyon College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Jimmy L

Series 66

Cave City, AR

Ameriprise

Jimmy Limbaugh III is a financial advisor with Ameriprise in Cave City, Arkansas, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020 and previously worked at several educational institutions and investment firms. Outside of his advisory role, he volunteers by maintaining the grounds at Rejoice Fellowship Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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