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3 advisors near 72949
Out of 400,000+ nationwide
Matthew E
Series 66
Ozark, AR
LPL Financial
Matthew Estes is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior work includes five years at Edward Jones and seven years with Advanced Surgical Solutions LLC. He operates out of Fort Smith, Arkansas. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops diversified and alternative model portfolios.
Thomas W
Series 63, Series 66
Ozark, AR
LPL Financial
Thomas White Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 21 years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with White Rose Farms, a non-investment-related agricultural business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Holly M
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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3 advisors near 72949
Out of 400,000+ nationwide