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Joe M
Series 63, Series 66
Eureka Springs, AR
CL Wealth Management LLC
Joe Murray is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Ifs Securities, Inc. Outside of his advisory work, he operates Eureka Designs, a resort service business offering historical walking tours, weddings, and jewelry sales in Holiday Island, Arkansas. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.
Allen R
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Benjamin F. Edwards since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client engagement.
Mavis L
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Benjamin F. Edwards since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Lehr also serves as a power of attorney for an investment-related matter outside of her advisory role. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.
Joseph M
Series 63, Series 65
Berryville, AR
LPL Financial
Joseph Mcclung Jr. is a financial advisor with LPL Financial in Harrison, Arkansas, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at LPL Financial since 2011 and concurrently holds a senior management role at Cornerstone Bank, where he has been employed since 1997. Outside of his advisory work, he owns and operates a car wash business called The Auto Spa. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment solutions supported by in-house research and a broad network of investment adviser representatives.
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