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Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Jonesboro, AR 72401
Benjamin F. Edwards & Company, Inc.
Enterprise
William Harris is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, accumulating over a decade of experience at those firms. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies managed internally and by third-party managers.
Based on Benjamin F. Edwards & Company, Inc.
Based on Benjamin F. Edwards & Company, Inc.
Financial Planning typically charged as a flat fee; minimum $125 annual fee for advisory accounts.
$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75% $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65% $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.75% $0 - $100,000: 1.25% (BFE Models) $100,001 - $350,000: 1.00% $350,001+: 0.75% $0 - $500,000: 2.75% Equity in Separately Managed Portfolios $500,001 - $1,000,000: 2.25% Equity in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.75% Equity in Separately Managed Portfolios $2,500,001+: 1.25% Equity in Separately Managed Portfolios $0 - $500,000: 1.25% Fixed Income in Separately Managed Portfolios $500,001 - $1,000,000: 1.15% Fixed Income in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.00% Fixed Income in Separately Managed Portfolios $2,500,001+: 0.85% Fixed Income in Separately Managed Portfolios $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (UMA) $1,000,001 - $2,500,000: 1.25% (UMA) $2,500,001+: 1.00% (UMA) plus asset manager fee 0.00%-0.50%
Financial planning fees may be negotiated, flat fees; other consulting fees negotiable and may include hourly arrangements.
Account minimum: $5,000 (varies by strategy; see details below) Minimum fee: Minimum annual fee of $125 applies to all investment advisory accounts. Fee-only: Financial Planning services charged as negotiable flat fees; Retirement Plan Consulting, Investment Management Consulting (without Execution), and Plan Participant Consulting fees are negotiable and hourly or fixed fees may apply.
Jonesboro, AR Windover Rd.
1112 Windover Rd.
Jonesboro AR 72401
Advisors at this office
9
Arkansas · Texas
33 years of industry experience
Benjamin F. Edwards & Co.
2020 - Present • 6 years
Jonesboro, AR
Wells Fargo Clearing
2016 - 2020 • 4 years
Jonesboro, AR
WELLS FARGO ADVISORS LLC
2009 - 2016 • 7 years
Jonesboro, AR
A. G. Edwards & Sons, Inc.
1998 - 2008 • 10 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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Jonesboro, AR
Aurelius Family Office, LLC
Lanita Wheetley is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has held positions at firms including Morgan Stanley, LPL Financial, and Merrill Lynch. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment process using modern portfolio theory and quantitative analysis, managing a range of asset types through discretionary portfolio management and plan services.
Series 65, Series 66
Jonesboro, AR
Lasting Mark Retirement Group LLC
Joe Selby II is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and ownership of Selby Insurance & Financial, Inc., where he has been involved in insurance and financial services since 2008. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.
Series 66
Jonesboro, AR
Benjamin F. Edwards Wealth Management, LLC
Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.
Series 63, Series 65
Jonesboro, AR
1 St Discount Brokerage, Inc.
Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.
Series 63, Series 66
Jonesboro, AR
Stephens
John Gay is a financial advisor with Stephens in Jonesboro, Arkansas, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Stephens since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gay serves as a board member and part owner of First National Bank in Paragould, Arkansas. Stephens provides investment advisory and wealth management services to a broad client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of financial planning and portfolio management strategies, supported by internal investment committees and research capabilities.
Series 66
Jonesboro, AR
Stephens
Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Morgan Stanley. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, and institutional equity research solutions. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs and benefits from an integrated broker-dealer and investment banking platform.
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