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.
Credentials
Series 63, Series 66
Experience Industry experience
6 years
Location
Magnolia, AR 71753
LPL Financial
Institution
Megan Whitehead is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Farmers Bank and Trust, Cetera Advisors LLC, and FIRST Allied Securities, Inc. Outside of her advisory role, she serves as the South Arkansas Director for Forge, Inc., a non-investment related position. 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 investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.
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
Magnolia, AR E Union St.
217 E Union St.
Magnolia AR 71753
Advisors at this office
2
Arkansas · Texas
6 years of industry experience
Farmers Bank and Trust
2023 - Present • 3 years
Magnolia, AR
LPL Financial
2023 - Present • 3 years
Magnolia, AR
Cetera Advisors Llc
2022 - 2023 • 1 year
Greenwood Village, CO
Cetera Investment Advisers
2022 - 2023 • 1 year
Schaumberg, IL
FIRST Allied Securities, Inc
2021 - 2022 • 1 year
San Diego, CA
Forge Fund
2018 - Present • 8 years
Huntsville, AR
Southern Arkansas University
2010 - Present • 16 years
Magnolia, 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
Magnolia, AR
Waller Wealth Management, LLC
Kory Waller is the principal of Waller Wealth Management, LLC, an independent advisory firm based in Magnolia, Arkansas. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including a long tenure with LPL Financial, LLC. Waller Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and supervisory management of held-away retirement accounts. The firm employs a range of investment strategies and analytical methods to create tailored plans based on client goals, risk tolerances, and time horizons.
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Angela Glass is a Series 65 licensed financial advisor with Mustard Seed Wealth Management in Monroe, LA, where she has worked since 2005. She has 17 years of industry experience. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using low-expense mutual funds, ETFs, and individual bonds.
CFP®, Series 65
Magnolia, AR
Mustard Seed Wealth Management
James Ashby is a CFP® professional with 23 years of industry experience, currently serving at Mustard Seed Wealth Management since 2003. He also operates a sole proprietorship, J. David Ashby, which he has maintained since 1997. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm emphasizes long-term, asset-allocation strategies supported by low-expense mutual funds, ETFs, and individual bonds, managing over $413 million in regulatory assets.
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Kirk Reardon is a financial advisor at Mustard Seed Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked for Mayo Manufacturing Corp. for nine years. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and manages over $413 million in assets.
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Zachary Talley is a financial advisor at Mustard Seed Wealth Management in Magnolia, AR, holding a Series 65 designation with 18 years of industry experience. He has been with Mustard Seed Wealth Management since 2008. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds.
Series 65, Series 66
Magnolia, AR
Mustard Seed Wealth Management
Laurie Pinner is a financial advisor at Mustard Seed Wealth Management with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Mustard Seed Wealth Management since 2013. Outside of her advisory role, she is a 50% owner of a commercial rental business in Hope, Arkansas. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in regulatory assets.
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