Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Berryville, AR 72616
Credentials
Series 63, Series 65
Industry experience
27 years
Joseph Mcclung Jr. is a financial advisor with LPL Financial in Harrison, Arkansas, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at LPL Financial since 2011 and concurrently holds a senior management role at Cornerstone Bank, where he has been employed since 1997. Outside of his advisory work, he owns and operates a car wash business called The Auto Spa. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment solutions supported by in-house research and a broad network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
907 W. Trimble
Berryville, AR 72616
Arkansas · Texas
LPL Financial
2011 - Present (15 years)
Cornerstone Bank
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Eureka Springs, AR
CL Wealth Management LLC
Joe Murray is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Ifs Securities, Inc. Outside of his advisory work, he operates Eureka Designs, a resort service business offering historical walking tours, weddings, and jewelry sales in Holiday Island, Arkansas. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Benjamin F. Edwards since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client engagement.
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Benjamin F. Edwards since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Lehr also serves as a power of attorney for an investment-related matter outside of her advisory role. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.
Series 66
Blue Eye, MO
Edward Jones
John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.
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