Chrissy Nguyen

Advisor at Independent Financial Group, LLC — Fort Smith, AR

Updated today

Credentials

Series 66

Experience

9 years

Location

Fort Smith, AR

Independent Financial Group, LLC logo

Independent Financial Group, LLC

Enterprise

Total advisors

461

Across 291 offices

Clients per advisor

56 Typical

Avg AUM per client

$474,424 Typical

HNW client ratio

9% Low

About

Chrissy Nguyen is a financial advisor at Independent Financial Group, LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, employing both in-house and third-party managed portfolios alongside a dual role as a registered investment adviser and broker-dealer.

Client services

Based on Independent Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Business ownership considerations Retirement income strategy Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused

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Fee options

Fixed

Flat fees for financial planning and consulting services; negotiable and specified in Financial Planning/Consulting Agreement.

Percentage

$0 - $250,000: 2.00% maximum Advisor Fee + 0.16% Program Fee $250,000 - $500,000: 2.00% maximum Advisor Fee + 0.12% Program Fee $500,000 - $1,000,000: 2.00% maximum Advisor Fee + 0.10% Program Fee $1,000,000 - $2,000,000: 2.00% maximum Advisor Fee + 0.06% Program Fee $2,000,000 - $5,000,000: 2.00% maximum Advisor Fee + 0.05% Program Fee $5,000,000+: 2.00% maximum Advisor Fee + 0.04% Program Fee

Commissions

Commissions earned by IARs when acting as registered representatives for brokerage services outside advisory programs.

Project-based

Hourly financial consulting fees, collected in advance or arrears; negotiable and specified in Financial Planning/Consulting Agreement.

Subscriptions

Subscription-based fees for financial planning programs, stated in the Financial Planning/Consulting Agreement, paid monthly or quarterly.

Other

Account minimum: $2,000 to $100,000 depending on program; specific minimums include $5,000 for AccessPoint Models, $25,000 for AccessPoint Advisor Portfolios, $2,000 manager dependent for Fund Strategist Portfolios, $100,000 for Separately Managed Accounts, $50,000 for Unified Managed Accounts, $25,000 for AP Client, $50,000 for CAM Client Schwab, no minimum for Retirement Plan Services (RPS) Fee-only: Hourly rates, flat fees, and subscription billing for financial planning and consulting services; fees are negotiable and detailed in Financial Planning/Consulting Agreement.

Location

See office

Fort Smith, AR

Fort Smith AR

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

9 years of industry experience

Independent Financial Group LLC

2026 - Present • 1 year

Fort Smith, AR

Edward Jones

2019 - 2026 • 7 years

St.Louis, MO

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2016 - 2019 • 3 years

Fort Smith, AR

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

Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
user avatar

Bernie M

CFA®, Series 65, Series 63

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is currently a principal at QVG, LLC, where he has worked since 2014, and previously held positions at Longboat Key Distributors, Inc. and Achieve Financial Independence. Outside of his advisory role, Manard is a licensed insurance agent and provides group health insurance to small companies through Achieve Financial Independence. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a quantitative, model-driven investment approach focused primarily on securities from the Russell 3000 and employs derivatives and specialized fixed-income strategies to tailor portfolios for its clients.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
user avatar

William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.

Options & derivatives strategies
user avatar

Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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