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Credentials
Series 66
Experience Industry experience
15 years
Location
Camden, AR 71701
Edward Jones
Institution
William Smith is a financial advisor at Edward Jones with 15 years of experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its large network of advisors and branch offices as well as affiliated capabilities beyond advisory services.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Camden, AR W Washington
142 W Washington
Camden AR 71701
Advisors at this office
1
Arkansas · Texas
15 years of industry experience
Edward Jones
2011 - Present • 15 years
St Louis, MO
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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.
Series 63, Series 66
Camden, AR
Edward Jones
Elizabeth Smith is a financial advisor with Edward Jones in Camden, Arkansas, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.
Series 66
Camden, AR
Raymond James Financial
Karen Peterman is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She is a partner at Wilson Coker Meyers, LLC, where she is involved with the Wilson Coker Peterman Group, a DBA supporting her advisory activities. Karen has worked with Raymond James in various capacities since 2015. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as a SIMPLE IRA Employer Advisory & Consulting Services.
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