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761 advisors near
72120
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Christian H
Series 66
Little Rock, AR
Stephens
Christian Harrod is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with four years of industry experience. Prior to joining Stephens, he worked at Centennial Bank and operated the Harrod Law Office. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm employs a range of investment approaches, combining bottom-up security selection with top-down fixed-income management, supported by in-house equity research and multiple sponsored programs.
Kyle K
Series 66
Little Rock, AR
B. Riley Wealth Advisors, Inc.
Kyle Kullander is a financial advisor at B. Riley Wealth Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022. Prior to that, he was with National Securities Corporation and the University of Arkansas. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets through about 173 advisors. The firm offers a variety of investment programs and uses platforms such as Envestnet to support portfolio management and trading.
Laura M
Series 66
Little Rock, AR
Stephens
Laura Meek is a Series 66 licensed financial advisor with Stephens in Little Rock, Arkansas, and has three years of industry experience. Prior to joining Stephens, she worked as a compliance consultant and held roles with Seven Minute Life, Inc. She is the designated managing member of C. Reid Bondurant Farms LLC, a family investment LLC. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities, offering a wide range of financial planning and portfolio management solutions through various sponsored programs and investment committees.
John G
Series 63, Series 65
Little Rock, AR
Stephens
John Grobmyer is a financial advisor at Stephens with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has spent over two decades with Stephens in various roles. 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 portfolio management strategies and integrates broker-dealer and investment banking services alongside in-house equity research.
Timothy P
Series 66
North Little Rock, AR
Sowell Management
Timothy Poole is a financial advisor with Sowell Management in North Little Rock, Arkansas, holding a Series 66 designation and 22 years of industry experience. He has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Raymond James Financial Services, and currently serves as President and Investment Advisor at Apex Asset Advisors. Outside of his advisory roles, Poole is an advisory board member of Oaklawn Baptist Church and serves on the board of directors for the Hot Spring Family YMCA. 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 various management styles, including strategic and tactical allocation and customized portfolio design, and supports over 100 independent contractor advisors with trading, compliance, technology, and back-office services.
David S
Series 63, Series 65
Little Rock, AR
Eversource Wealth Advisors, LLC
David Sims is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Eversource in 2024, he worked at BRS Financial LLC and BRS Consulting, Inc., where he held multiple roles since 2008. Aside from his advisory work, Sims has been a licensed attorney since 1986 and serves as General Counsel, Director, and President of Church Mortgage and Loan Corporation, a nonprofit engaged in Chapter 11 mortgage liquidation. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through various investment programs and a national network of advisors, managing both external RIA relationships and private pooled investments.
William W
CFP®, ChFC®, Series 63
Little Rock, AR
Inspire Advisors, LLC
William Woodyard is a CFP® and ChFC® with 16 years of industry experience. He is currently with Inspire Advisors, LLC and has held prior roles at Sowell Management Services and Lifesmart Financial Advisors, among others. Woodyard also works as an independent contractor through Woodyard & Associates, Inc. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations.
Andrew M
Series 66
Little Rock, AR
Stephens
Andrew Miller is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Stephens, he held roles at Morgan Stanley and the University of the South. 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 through multiple sponsored programs and investment committees.
Leigh B
Series 63, Series 65
Little Rock, AR
Stephens
Leigh Biernat is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials with 11 years of industry experience. Biernat has been with Stephens since 2015. 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 such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, supported by integrated broker-dealer and investment banking operations.
William P
Series 63, Series 66
Little Rock, AR
Stephens
William Pollock is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 66 licenses and has seven years of industry experience. His career includes positions at Stephens since 2019 and a prior role at JPMS in 2017. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities, offering a range of financial planning, portfolio management, private equity, and equity research services. The firm utilizes multiple investment strategies and committees and is notable for its integrated broker-dealer and investment banking operations.
Kelle P
Series 66
Little Rock, AR
Stephens
Kelle Parton is a financial advisor at Stephens with 13 years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2011. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutional investors, and government entities. The firm offers a range of financial planning and portfolio management services, supported by internal investment committees and an integrated broker-dealer and investment banking platform.
Charles H
Series 66
Little Rock, AR
Stephens
Charles Huitt is a financial advisor at Stephens with 20 years of industry experience. He holds the Series 66 designation and has been with Stephens in Little Rock, AR, for a total of 21 years, including a previous tenure from 2000 to 2006. 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 investment strategies and services, supported by its integrated broker-dealer and investment banking operations.
Lisa B
Series 65
Jacksonville, AR
Corecap Advisors
Lisa Bamburg is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has been co-owner and independent insurance agent at Insurance Advantage LLC since 2011. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and third-party asset managers.
William P
Series 66
Little Rock, AR
Stephens
William Prause is a financial advisor at Stephens with 10 years of industry experience. He holds a Series 66 designation and previously worked at National Securities Corp and WFG Advisors. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and governmental entities. The firm utilizes multiple investment programs and committees, combining bottom-up and top-down strategies, supported by in-house equity research and an integrated broker-dealer and investment banking platform.
Michael C
Series 66
Little Rock, AR
Stephens
Michael Cronkhite is a financial advisor at Stephens with 23 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2002 in various capacities. Outside of his advisory role, he serves as Senior Vice President, CFO, Treasurer, and Board Member of Stephens Wealth Planning and Strategy Group Inc., an insurance agency. 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 approaches.
Joseph S
Series 63
Little Rock, AR
Stephens
Joseph Simpson is a financial advisor at Stephens with 44 years of industry experience. He has been with Stephens Inc. since 1987. Outside of his advisory role, he is a member of TUF NUT LOFTS LLC, which manages loft apartments, and a limited partner in the Arkansas Times, a weekly alternative newspaper. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs and offers an integrated broker-dealer and investment banking platform.
Catherine H
Series 66
Little Rock, AR
Stephens
Catherine Hopper is a financial advisor at Stephens with five years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2021. Prior to joining Stephens, she was affiliated with the University of Arkansas and operated a small business called Flirty Bird Boutique. 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 such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up and top-down investment approaches.
Terrance M
Series 63, Series 65
Little Rock, AR
First Heartland Consultants, Inc.
Terrance Masching is a financial advisor with First Heartland Consultants, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with First Heartland Capital, Inc. since 2010. Outside of his advisory role, he is involved with Masching Financial Group, LLC, which focuses on the sales and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.
Robert R
Series 63, Series 65
Little Rock, AR
Stephens
Robert Raney Jr. is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Stephens since 1989. 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 and top-down investment strategies across multiple programs and integrates broker-dealer and investment banking capabilities in its service offerings.
David N
Series 66
North Little Rock, AR
Sowell Management
David Newsom is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is licensed to sell life, accident, and health insurance policies. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diverse management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.
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Finding advisors...
761 advisors near
72120
within the area shown on the map
Out of 400,000+ nationwide