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656 advisors near
72076
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Douglas S
Series 63, Series 65
Little Rock, AR
Stephens
Douglas Seelicke is a financial advisor at Stephens with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2004. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers comprehensive financial planning and portfolio management through multiple programs, combining bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking operation.
Briant N
CFP®, Series 63, Series 65
Little Rock, AR
Stephens
Briant Noland is a CFP® professional with 39 years of industry experience, currently serving at Stephens since 2016. Prior to this, he worked at Merrill for 16 years. Stephens provides investment advisory and wealth management services to a diverse client base that includes individuals, pension plans, foundations, and government entities, offering a range of portfolio management and financial planning solutions. The firm combines bottom-up and top-down investment approaches and benefits from an integrated broker-dealer and investment banking platform.
Mary H
Series 66
Little Rock, AR
Stephens
Mary Hargrove is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at Plato's Closet, Auto Owners Insurance Company, and multiple positions at Mississippi State University. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers diverse investment programs and integrates broker-dealer and investment banking capabilities alongside in-house equity research.
Christopher C
Series 63, Series 65
Jacksonville, AR
Virtue Capital Management, LLC
Christopher Clay is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, with prior experience at Valic Financial Advisors and GWFS Equities. Outside of his advisory role, he is involved in coaching dental practices on business development and insurance planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing model-driven strategies primarily using mutual funds and ETFs.
Rodney K
Series 63, Series 65
North Little Rock, AR
Sowell Management
Rodney Kresge is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Quoin Capital LLC, HB Securities LLC, Gardner Financial Services, Inc., and IFS Securities Inc. Since 2016, he has been the managing member of Regulatory Affairs Consulting, LLC, providing consulting services to broker-dealers and investment advisers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model of more than 100 IARs.
Sterling B
Series 66
Little Rock, AR
Stephens
Sterling Burns is a financial advisor at Stephens with three years of industry experience. He holds the Series 66 designation and previously worked at Jamey South State Farm for seven years before joining Stephens in 2022. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm combines bottom-up security selection and top-down fixed-income management through multiple sponsored programs and internal investment committees.
Tara G
Series 65
Little Rock, AR
Forvis Mazars Wealth Advisors, LLC
Tara Grogan is a financial advisor at Forvis Mazars Wealth Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at BKD Wealth Advisors from 2011 to 2022 before joining Forvis Mazars Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, offering financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with a national accounting and professional services parent.
Kesav C
Series 66
Little Rock, AR
Stephens
Kesav Chandrasekhar is a financial advisor at Stephens with one year of industry experience. He holds the Series 66 designation and has worked at Stephens since 2024. Prior to joining Stephens, he was employed at Forest Hill Capital LLC and the Department of Finance and Administration for the State of Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies across various sponsored programs and investment committees.
Justin T
CFP®, Series 65
North Little Rock, AR
Sowell Management
Justin Travis is a CFP® and Series 65-registered financial advisor with five years of industry experience. He currently works at Sowell Management and has previously held positions at United Capital Financial Advisors, Goldman Sachs, Lifesmart Financial, and Arvest Bank. Additionally, he is the founder and CEO of Travis Tax Services, LLC, a tax preparation business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers multiple management styles and model portfolios, including the Sowell Visionary Allocation Strategies developed with Goldman Sachs, and supports its independent advisors with trading, compliance, technology, and back-office services.
Terral G
Series 63, Series 65
Little Rock, AR
Stephens
Terral Gammill is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, all with Stephens since 1991. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.
Justin P
Series 66
Little Rock, AR
Stephens
Justin Perez is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles at Wake Forest University and Furman University, as well as a position at Island Watersports. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm offers a range of solutions such as portfolio management, financial planning, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies.
William S
Series 63, Series 66
North Little Rock, AR
Sowell Management
William Sowell IV is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Sowell Financial Services, LLC since 2001. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses multiple management styles and offers a range of solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with other firms.
John L
Series 63, Series 66
Little Rock, AR
Stephens
John Leake is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stephens since 1997. He serves as executor and trustee for the Luis & Emma Iravedra Trust. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning to portfolio management and utilizes both bottom-up and top-down investment strategies supported by in-house equity research and multiple investment committees.
Dustin P
Series 66
Cabot, AR
Savvy
Dustin Parsons is a Series 66-licensed financial advisor at Savvy with nine years of industry experience. His prior roles include positions at Kingswood Capital Partners and Arvest Wealth Management. Outside of finance, he owns and operates Blind Tiger Chandlery, LLC, a business that manufactures and sells bespoke home fragrance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.
Leon L
CFA®, Series 63
Little Rock, AR
Stephens
Leon Lants III is a CFA® charterholder with 38 years of industry experience. He has worked at Stephens Inc. since 1996, including nine years in his current role. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and governmental entities. The firm employs a range of investment strategies and offers integrated broker-dealer and investment banking services alongside its advisory solutions.
Samuel E
Series 66
Little Rock, AR
Stephens
Samuel Edwards is a Series 66-licensed financial advisor with five years of industry experience, currently serving at Stephens in Little Rock, AR. His prior roles include work with the United States Senate and the Stanley and Woodard Law Firm. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm offers a wide range of financial planning and portfolio management solutions supported by integrated broker-dealer and investment banking capabilities.
F. John D
Series 63, Series 66
North Little Rock, AR
Sowell Management
F. John Deuschle III is a financial advisor at Sowell Management with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at First Financial Services, M.S. Howells & Co., Cambridge Investment Research, and Kestra Financial Services. Deuschle serves on the boards of Ducks Unlimited in Memphis and the Catholic High School Foundation in Little Rock, where he participates in investment-related activities. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management and financial planning, using a variety of management styles and model portfolios, and supports over 100 independent advisory representatives through an independent-contractor model.
Michael L
Series 63, Series 65
Little Rock, AR
Mutual Of Omaha Investor Services, Inc.
Michael Linn is a financial advisor with Mutual Of Omaha Investor Services, Inc. based in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having been with Mutual of Omaha since 2010. Outside of his advisory role, he is a freelance writer of memoirs and short stories and operates an insurance agency offering health, life, annuity, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet while working alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
Alexander R
Series 66
North Little Rock, AR
Sowell Management
Alexander Richmond is a financial advisor at Sowell Management with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investor Services, MassMutual Life Insurance Company, and the University of Central Arkansas. Outside of his advisory role, Richmond is involved with Waire Farms, where he assists in record-keeping and coordination with other farmers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.
Robert G
Series 66, Series 63
Little Rock, AR
Stephens
Robert Gant is a financial advisor at Stephens with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at United Capital Financial Advisers, Hutchinson Financial, and Edward Jones. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services including financial planning, portfolio management, private equity, and institutional equity research, delivering advice through multiple sponsored programs and investment committees.
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Finding advisors...
656 advisors near
72076
within the area shown on the map
Out of 400,000+ nationwide