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127 advisors near
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Out of 400,000+ nationwide
David C
Series 63
Fort Smith, AR
October Wealth Advisors, Inc
David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.
Jon Erik G
Series 65
Fort Smith, AR
October Wealth Advisors, Inc
Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.
William E
Series 63, Series 65
Fort Smith, AR
Vertis Wealth, LLC
William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.
Eric E
Series 66
Ft Smith, AR
Arvest Wealth management
Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.
Edgar P
Series 66
Ft Smith, AR
Arvest Wealth management
Edgar Pacheco is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Arvest Bank and Arvest Wealth Management since 2022. In addition to his financial services career, he has served in the Arkansas National Guard since 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focused on asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.
Elton R
Series 63, Series 66
Greenwood, AR
Momentum Independent Network Inc.
Elton Rambin is a financial advisor at Momentum Independent Network Inc. with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with SWS Financial Services since 2008. Outside of his advisory work, Rambin is involved as a sales associate in a safari and fishing trip business and serves as a consultant on tribal activities for the Winnabago Tribe, in addition to occasionally hosting a radio show on outdoor sports. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.
Joshua N
Series 66
Ft Smith, AR
Arvest Wealth management
Joshua Neal is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Arvest Bank before joining Arvest Wealth Management, where he has been since 2019. Neal is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management division. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.
James S
Series 66
Ft Smith, AR
Arvest Wealth management
James Southerland is a financial advisor with Arvest Wealth Management in North Little Rock, Arkansas, holding a Series 66 designation and nine years of industry experience. He has been with Arvest Wealth Management since 2016 and has worked at Arvest Bank since 2010. Southerland serves as a board member for the North Little Rock Chamber of Commerce and the Arkansas Aerospace & Defense Alliance. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a mix of discretionary and non-discretionary advisory services.
Donny R
CFP®, Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
Donny Rogers Jr. is a CFP® with 28 years of industry experience, currently serving at Arvest Wealth Management in Fort Smith, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2015, splitting his time between the firm’s wealth management services and the bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, emphasizing tailored strategies to meet clients’ objectives and risk tolerances.
Carol R
Series 66
Fort Smith, AR
Gradient Advisors, LLC
Carol Ransom Sutterfield is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Gradient Advisors since 2017 and also maintains roles with Northern Star Financial Group, LLC and Northern Star Advisory Group, Inc. Outside of her advisory work, she is owner of Carol Y. Ransom, Inc., which supports payroll and accounting functions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.
Ronnie B
Series 66
Ft Smith, AR
Arvest Wealth management
Ronnie Backus is a Series 66-licensed financial advisor with eight years of industry experience. He has worked primarily at Arvest Wealth Management since 2018, with prior experience at First Command Advisory Services and as a self-employed advisor. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a significant portion of assets on a non-discretionary basis.
Leslie H
Series 63, Series 65
Fort Smith, AR
Calton & Associates, Inc.
Leslie Hale is a financial advisor at Calton & Associates, Inc. in Fort Smith, AR, holding Series 63 and Series 65 designations with 31 years of industry experience. Hale has been with Calton & Associates since 2014. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and analytic approaches tailored to client goals, risk tolerance, time horizon, and liquidity needs.
William G
Series 66
Ft Smith, AR
Arvest Wealth management
William Gossett is a financial advisor with Arvest Wealth Management in Clarksville, Arkansas, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Arvest Wealth Management and Arvest Bank, as well as prior experience at Regions and the James Mallory Law Office. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a diverse client base with both discretionary and non-discretionary asset management.
Travis B
Series 66
Ft Smith, AR
Arvest Wealth management
Travis Beckerdite is a Series 66 licensed financial advisor with over six years of industry experience, currently serving at Arvest Wealth Management in Lowell, Arkansas. He has been with Arvest Wealth Management since 2013. Outside of his advisory role, he is a member of Southwind Investments LLC, a short-term vacation rental business, though he does not actively participate in its operations. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a substantial asset base through both discretionary and non-discretionary arrangements.
Kelley H
Series 66
Ft Smith, AR
Arvest Wealth management
Kelley Hunt is a financial advisor at Arvest Wealth Management in Hot Springs, AR, holding a Series 66 designation with 13 years of industry experience. She has worked at Arvest Wealth Management since 2017 and previously at Edward Jones from 2012 to 2017. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.
William H
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
William Hines is a financial advisor with Arvest Wealth Management in Ft. Smith, Arkansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Arvest Wealth Management since 2006, following prior roles at Raymond James Financial Services and Merrill. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in regulatory advisory assets and employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with client objectives and risk tolerances.
Matthew B
Series 66
Ft Smith, AR
Arvest Wealth management
Matthew Barson is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding a Series 66 credential and five years of industry experience. He has worked primarily within the Arvest organization since 2019, splitting his time between Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he manages a rental property that he leases to a family member. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.
Kristen C
Series 66
Ft Smith, AR
Arvest Wealth management
Kristen Carroll is a financial advisor at Arvest Wealth Management with 10 years of industry experience and a Series 66 designation. She has been with Arvest Wealth Management since 2015 and has worked at Arvest Bank in Fort Smith, Arkansas since 2001, splitting her time between the two entities. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a combination of discretionary and non-discretionary asset management.
Chera M
Series 66
Ft Smith, AR
Arvest Wealth management
Chera Moore is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 designation and has held previous roles in local school districts before joining Arvest. Outside of her financial advisory work, she owns and operates a commercial cleaning and consulting business serving local businesses and real estate agents. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.
Lindsay L
Series 66
Ft Smith, AR
Arvest Wealth management
Lindsay Ledbetter is a financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, holding a Series 66 designation with three years of industry experience. Prior to joining Arvest Wealth Management in 2021, Lindsay worked at Arvest Bank from 2018 to 2021 and has held various roles including positions at Maurices, Thompson Beauty Brands, and Arkansas State University. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focusing on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.
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Finding advisors...
127 advisors near
72916
within the area shown on the map
Out of 400,000+ nationwide