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Credentials
Series 66
Experience Industry experience
11 years
Location
Ozark, AR 72949
LPL Financial
Institution
Matthew Estes is a financial advisor at LPL Financial with 11 years of industry experience. He has held roles at Edward Jones and operated Advanced Surgical Solutions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technological tools and a large network of advisors.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Ozark, AR 100 W. Commercial Street
100 W. Commercial Street
Ozark AR 72949
Advisors at this office
1
Arkansas · Texas
11 years of industry experience
LPL Financial
2019 - Present • 7 years
Fort Smith, AR
Edward Jones
2014 - 2019 • 5 years
St Louis, MO
Advanced Surgical Solutions LLC
2012 - 2019 • 7 years
Fayetteville, AR
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
Ozark, AR
LPL Financial
Thomas White Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously spent 21 years at Edward Jones before joining LPL Financial in 2021. Outside of his advisory role, he is involved with White Rose Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and technology tools.
Series 66
Ozark, AR
Edward Jones
Holly Mc Cormick is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020, following a prior tenure at the firm from 1997 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
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