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Raj K
CFA®, Series 66
Little Rock, AR
Stephens
Raj Kumar is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Stephens in Little Rock, Arkansas. He has five years of industry experience, including his tenure at Stephens beginning in 2021 and prior roles at the University 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 employs a range of investment strategies through multiple sponsored programs and combines broker-dealer and investment banking activities with in-house equity research.
Brett H
CFA®, Series 63
Little Rock, AR
Stephens
Brett Huff is a CFA® charterholder with 22 years of industry experience. He is currently a financial advisor at Stephens in Little Rock, AR, where he has worked since 2005. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and corporations. The firm offers a range of investment strategies and services, supported by integrated equity research and a combination of bottom-up and top-down portfolio management approaches.
Dana S
CFA®, Series 63
Little Rock, AR
Stephens
Dana Silaski is a CFA® charterholder with 32 years of experience in the financial industry. She has been with Stephens Inc. in Little Rock, AR since 1994. Outside of her advisory role, she manages a family-owned lake cabin through an LLC that is occasionally used for short-term rentals. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management across various sponsored programs and committees.
Joseph E
Series 66
Little Rock, AR
Stephens
Joseph Enderlin is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Whiting Systems and Fayetteville Athletic Club, as well as experience at the University of Arkansas. 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 financial planning, portfolio management, private equity, alternative investments, and institutional equity research through multiple investment committees and programs.
Elizabeth B
Series 66
Little Rock, AR
Stephens
Elizabeth Bischof is a financial advisor at Stephens with Series 66 credentials and four years of industry experience. Her prior roles include positions at the Arkansas Small Business and Technology Development Center and BKD Wealth Advisors, along with academic appointments at the University of Arkansas and the University of Arkansas at Little Rock. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs multiple investment committees and sponsored programs, utilizing both bottom-up security selection and top-down fixed-income management, and features an in-house equity research capability covering approximately 400 stocks.
Thomas K
CFP®, Series 66
Little Rock, AR
Mutual Advisors, LLC
Thomas Knight is a CFP® with 21 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and has previously worked at firms including Veritas Independent Partners, Sowell Management Services, and Ameriprise. Outside of advising, he is the owner and CEO of SoMa Cleaners, LLC, a dry cleaning pickup and delivery service. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, providing asset management, financial planning, and consulting services. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors.
Reed S
Series 66
Little Rock, AR
Stephens
Reed Seay is a financial advisor at Stephens with four years of industry experience and holds a Series 66 designation. He has worked at Stephens since 2021, with brief periods of unemployment in between. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities, offering a range of financial planning and portfolio management solutions supported by internal investment committees and research capabilities.
Charles P
Series 66
Little Rock, AR
Stephens
Charles Porter is a Series 66-licensed advisor with Stephens in Little Rock, AR, with 19 years of industry experience. He has been with Stephens since 2007. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, private equity, and institutional equity research services.
Edward F
Series 63, Series 65
Little Rock, AR
Stephens
Edward Frost is a financial advisor at Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stephens Inc. since 1999. Outside of his advisory role, Frost is involved with Southfork Storage Inc., a boat storage facility in Little Rock. 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 employs both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment platforms.
Lori A
Series 65
Little Rock, AR
The Fiduciary Alliance
Lori Avant is a financial advisor at The Fiduciary Alliance with a Series 65 credential. She has been in the industry since 2024, holding roles at multiple firms including Croslow Agency and AVA Wealth Group. Outside of advising, she consults on sales and luxury property management. The Fiduciary Alliance serves individual and high-net-worth clients, retirement plans, and other advisers by providing investment management and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, discretionary portfolio management, and third-party managers to build customized investment solutions.
Daniel R
Series 65, Series 63
Little Rock, AR
Arvest Wealth management
Daniel Robinson is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2013, splitting his time evenly between the firm’s wealth management and trust departments. Outside of his advisory role, Robinson is connected to a women’s retail boutique business that he and his wife purchased, although he has no official duties there. 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, combining fundamental, technical, quantitative, and qualitative analysis with emphasis on asset allocation and strategies tailored to clients’ objectives and risk tolerances.
James G
Series 63, Series 65
Little Rock, AR
Stephens
James Grooms III is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stephens since 2001, initially from 2001 to 2021 and continuing from 2021 to the present. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs multiple sponsored programs and investment committees, combining bottom-up security selection and top-down fixed-income duration management, and maintains an integrated broker-dealer and investment banking presence.
James M
Series 66
Little Rock, AR
Stephens
James Martindale is a financial advisor at Stephens with one year of industry experience. He holds the Series 66 designation and has previously worked at Dobbs Brothers Management and operated as a self-employed advisor. Outside of his advisory role, he is a minority investor in a cannabis manufacturing and distribution company based in Mississippi. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity, and institutional equity research through multiple sponsored programs and combines bottom-up security selection with top-down fixed-income management.
Cory G
CFP®, Series 66
Little Rock, AR
Stephens
Cory Grummer is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2013. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, supported by internal investment committees and an integrated broker-dealer and investment banking platform.
Jackson P
Series 66
Little Rock, AR
Stephens
Jackson Paine is a Series 66 licensed financial advisor at Stephens with one year of industry experience. Prior to joining Stephens, he held positions at Legacy National Bank and Gallagher. He also has experience working at Southern Trace Country Club. Stephens provides investment advisory and wealth management services to individual investors, institutions, and government entities. The firm employs a variety of strategies including bottom-up security selection and top-down fixed-income duration management, supported by integrated broker-dealer and investment banking capabilities.
James J
Series 63, Series 65
Little Rock, AR
Stephens
James Jordan is a financial advisor at Stephens in Little Rock, AR, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 2005. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and government entities. The firm offers a broad range of services such as financial planning, portfolio management, private equity, alternative investments, and equity research, utilizing both bottom-up security selection and top-down fixed-income strategies.
John S
Series 66
Little Rock, AR
Stephens
John Stephens is a financial advisor with Stephens, holding a Series 66 designation and 15 years of industry experience. He has been with Stephens and its affiliates in various roles since 2011. Outside of his advisory work, he is a part-owner of a helium mining business and owns a restaurant in Little Rock, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and institutional investors. The firm employs both bottom-up security selection and top-down fixed-income management through multiple sponsored programs and investment committees.
Jackson S
Series 65
Little Rock, AR
Mariner
Jackson Smith is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at 49 Financial. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a range of strategies covering equities, fixed income, alternatives, and digital assets.
Rachel T
Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.
Lewis P
Series 63, Series 65
Benton, AR
Mariner
Lewis Partridge II is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at LexAurum Advisors, Veritas Independent Partners, Sowell Management Services, and Summit Financial Group. Outside of advising, he is a 50/50 partner in JW Downtown Partners, LLC, a company that owns a commercial building in Benton, Arkansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and administrative services uncommon for firms of its size.
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Finding advisors...
629 advisors near
72022
within the area shown on the map
Out of 400,000+ nationwide