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Margaret Mcentire

Advisor at LPL Enterprise

Updated today

Location

Heber Springs, AR

Credentials

Series 66

Industry experience

7 years

About

Margaret Mcentire is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, LPL Financial, Worth Wealth Management, and Valley Bank & Trust. She serves as a non-profit board member of the Rotary Club of Cleburne County. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

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

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

Heber Springs, AR

Most active in

Arkansas · Kansas · Missouri

Work history

LPL Enterprise

2024 - Present (2 years)

Pruco Securities Llc

2023 - 2024 (1 year)

The Prudential Insurance Company Of America

2022 - 2022 (1 year)

Pruco Securities Llc

2022 - 2023 (1 year)

LPL Financial

2018 - 2021 (3 years)

Worth Wealth Management

2018 - 2018 (1 year)

Valley Bank & Trust/Tbk Bank

2012 - 2018 (6 years)

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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Jeannette T

Series 66

Heber Springs, AR

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Jeannette Thomas is a financial advisor at Hulsey Capital Management, Inc. with 15 years of industry experience. She holds a Series 66 designation and is a part-owner of Burton Eddington Jr, CPA, Inc., where she provides seasonal accounting and planning assistance. Additionally, she maintains an independent insurance agent license, primarily to support her clients' insurance needs. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with a long-term investment approach tailored to each client’s goals, while also integrating financial planning and consulting into its wealth management services.

Wealth management College savings (529s, UTMA, etc.)

Kristopher F

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Fairfield Bay, AR

Edward Jones

Kristopher Feeler is a financial advisor with Edward Jones in Fairfield Bay, AR, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Windstream. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics

Kevin F

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Fairfield Bay, AR

Edward Jones

Kevin Feeler is a financial advisor at Edward Jones with 21 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he is a limited partner in Honeybee's Smokehouse LLC and part owner of a startup social media company based in Wyoming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Christine S

Series 63, Series 65

Heber Springs, AR

Cetera

Christine Schlicker is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera since 2021, with prior experience at VOYA Financial Advisors and Integrity Financial, where she serves as president. Outside of her advisory role, she is involved in the sales and service of fixed insurance products through Integrity Financial, Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions, supported by a unique integration of retirement and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kimberley O

Series 66

Heber Springs, AR

Edward Jones

Kimberley Owen is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Century 21 Dunaway and Hart Inc. from 2012 to 2017. Outside of advising, she has been involved with the sale of artwork through Red Door Gallery. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics

Joseph T

Series 66

Heber Springs, AR

Edward Jones

Joseph Tournear is a financial advisor with Edward Jones in Heber Springs, Arkansas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as chairman of the Baptist Health Foundation in Heber Springs and is a volunteer election commissioner for the county. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over 23,000 financial advisors nationwide. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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