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William Crawford

Advisor at Stephens

Updated today

Location

Fayetteville, AR 72703

Credentials

Series 63, Series 65

Industry experience

1 year

About

William Crawford is a financial advisor at Stephens with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at 49 Financial and Strategic Financial Partners. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a structured investment process with centralized committees and affiliated sub-advisors, offering a range of strategies and specialized programs such as a Small-Mid Cap SMID program.

Client services

Based on Stephens

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Stephens

Wealth management

Occupation focus

Based on Stephens

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees on a 'per job' basis for certain services, negotiated in advance

Commissions

Markups and markdowns on fixed income transactions up to 0.065% of par value; commissions on trades executed away from Pershing; sales concessions and underwriting fees included in offerings; no commissions on trades executed through Stephens with Pershing for wrap programs

Project-based

Consulting services may be provided with fixed fee, annual fixed fee paid quarterly, or annual fee based on percentage of assets; fees negotiated in advance

Performance-based

Performance fee arrangements available for qualified clients; rates negotiated on individual basis; performance fees typically invoiced annually

Other

Minimum fee: A minimum fee is assessed per account (specific amount not stated)

Location

3425 Futrall Drive, Suite # 201

Fayetteville, AR 72703

Most active in

Arkansas · Texas

Work history

Stephens

2025 - Present (1 year)

Stephens Inc.

2025 - 2025 (1 year)

Unemployed

2025 - 2025 (1 year)

49 Financial

2024 - 2024 (1 year)

Strategic Financial Partners

2023 - 2023 (1 year)

ChemServe Sustainability LLC

2022 - 2022 (1 year)

Little Rock Racquet Club

2021 - 2021 (1 year)

University of Arkansas

2020 - 2024 (4 years)

Pleasant Valley Country Club

2019 - 2020 (1 year)

Pleasant Valley Country Club

2018 - 2018 (1 year)

Unemployed Minor

2002 - 2018 (16 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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Darren V

Series 63, Series 65

Lowell, AR

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Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, AR, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior experience includes roles at DaVinci Wealth and Delta Investment Management, among others. He is also involved with Tekton Wealth Insurance Services, LLC, where he provides insurance solutions as a licensed agent. Tekton Wealth Advisors offers investment management, financial planning, and consulting services, focusing on allocating assets to independent investment managers for individuals, trusts, and estates. The firm utilizes a blend of fundamental, technical, and cyclical analysis and integrates estate-planning technology to support legacy execution alongside portfolio monitoring.

General retirement planning Income planning Medicare planning General tax planning
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CFA®, Series 66

Fayetteville, AR

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Active portfolio management Concentrated stock management Founder/Business Owner
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

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Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning Cash flow / budgeting Founder/Business Owner
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Fayetteville, AR

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Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

Spicer Capital

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James W

Series 66

Fayetteville, AR

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James Wheeler is a financial advisor with Sovereign Capital LLC in Fayetteville, Arkansas. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Arvest Wealth Management and Arvest Bank. Outside of finance, Wheeler owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading, with a focus on tailored allocations and the use of derivatives and complex instruments.

Options & derivatives strategies Active portfolio management
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