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67 advisors near
71913
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Out of 400,000+ nationwide
Julie S
Series 66
Hot Springs, AR
Stephens
Julie Sanders is a financial advisor at Stephens with 18 years of industry experience. She holds a Series 66 credential and has worked at Stephens since 2013, following five years at Wells Fargo Clearing. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, 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 security selection and top-down fixed-income strategies.
Earl H
Series 63, Series 65
Hot Springs, AR
Concurrent Investment Advisors, LLC
Earl Hudgens is a financial advisor at Concurrent Investment Advisors, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 1995 to 2026. Outside of his advisory role, he is a co-owner of H2 LLC, involved in land real estate and estate administration. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.
Leroy T
Series 63, Series 65
Hot Springs, AR
Eagle Strategies (NY Life)
Leroy Twisdale V is a financial advisor with Eagle Strategies (NY Life) based in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and has worked with New York Life Insurance Co. and Nylife Securities Inc. since the early 2000s. Outside of his advisory role, Twisdale is involved in community and nonprofit activities, including serving on the board of Fearfully and Wonderfully Made, a nonprofit supporting families with newborns requiring NICU care, and participating in a car club focused on restoring and auctioning antique vehicles. He also assists with a tool sales business alongside his family. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations through multiple program types and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.
Blake B
Series 65
Hot Springs National Park, AR
AE Wealth Management, LLC
Blake Buttrum is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at AE Wealth Management since 2023 and has held roles at Arkansas Retirement & Wealth, EAB Consulting, LLC, Foresight Investment Advisors, LLC, and The Irwin Agency. Outside of his advisory work, he is a partner involved in insurance sales and services with Arkansas Retirement & Wealth and facilitates access to estate planning document services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.
Mary N
Series 63, Series 66
Hot Springs, AR
Independent Advisor Alliance, LLC
Mary Newburn is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including 10 years with LPL Financial LLC and four years with Independent Advisor Alliance. Newburn also provides administrative support for Independent Advisor Alliance. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management and leveraging technology platforms to deliver integrated financial services.
Matthew M
Series 65
Hot Springs National Park, AR
AE Wealth Management, LLC
Matthew Minton is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Allset, LLC, and The Irwin Agency, Inc. Additionally, he manages Minton Money, LLC, a holding company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies to manage approximately $49.8 billion for over 127,000 clients through a platform-focused approach.
Joel N
Series 63, Series 65
Hot Springs, AR
Independent Advisor Alliance, LLC
Joel Newburn is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at GenWealth Financial Advisors, LLC and LPL Financial, LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.
Diane D
Series 66
Hot Springs, AR
Edward Jones
Diane Dodd is a financial advisor at Edward Jones located in Hot Springs, Arkansas. She holds a Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Gerald B
Series 66
Malvern, AR
Edward Jones
Gerald Black is a financial advisor with Edward Jones in Malvern, AR, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a minority owner of Bowery Ln Holding Co., a real estate business in Malvern. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.
Deborah B
Series 63, Series 66
Hot Springs, AR
Wells Fargo Advisors
Deborah Butler is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and sports & entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement these through the firm’s brokerage or advisory programs.
Kevin F
Series 63, Series 66
Hot Springs, AR
Raymond James Financial
Kevin Franklin is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has served in the Army Reserves for over 30 years. Outside of his advisory role, Franklin owns Franklin Artworks, where he engages in amateur wildlife photography and sculpting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Mark S
Series 66
Hot Springs, AR
Merrill
Mark Seitzer serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 21 years of experience at Merrill, including 12 years in his current role, he specializes in legacy planning, portfolio management services, and retirement income strategies. Mark holds an Associate's Degree from Northcentral Personal College and a Bachelor's Degree from Henderson State University. He maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Glenwood, Arkansas, Mark lives with his wife, Christy. They have three daughters and four grandchildren. In his personal time, he enjoys golfing, spending time with his family, and traveling.
Reece T
Series 66
Malvern, AR
Edward Jones
Reece Turner is a financial advisor at Edward Jones in Malvern, Arkansas, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at SeniorcareUSA and operating Kahuna Bay Boat & Jet Ski Rental. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
John A
Series 66
Hot Springs, AR
STIFEL
John Adamkiewicz is a Series 66-credentialed financial advisor at Stifel with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent six years with Morgan Stanley Private Bank, N.A. in Hot Springs, Arkansas. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Wendy R
Series 66
Hot Springs, AR
Edward Jones
Wendy Rooney is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2021, she worked for seven years at Realty Title & Escrow Services. Rooney holds a Series 66 designation and is based in Hot Springs, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates under a fiduciary standard, supporting clients through a large network of financial advisors and branch offices nationwide.
Alan S
Series 66
Hot Springs, AR
LPL Financial
Alan Spraggins is a financial advisor with LPL Financial in Hot Springs, AR, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining LPL Financial in 2020. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.
Thomas W
Series 66
Hot Springs, AR
Edward Jones
Thomas Womack is a financial advisor with Edward Jones in Hot Springs, AR, holding the Series 66 designation and possessing nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brenda B
Series 66
Hot Springs, AR
Morgan Stanley
Brenda Bahena is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of her advisory role, she serves on the finance committee of St Mary of the Springs Catholic Church and is a member of the Business Division Advisory Council at National Park College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.
Jordan H
Series 66
Hot Springs, AR
Wells Fargo Clearing
Jordan Horner is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Wells Fargo Clearing, joining in 2023, and has prior experience at First Security Bank, Garland and Greenwood CPAs and Advisors PLLC, and Bank Ozk. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Robert W
Series 66
Hot Springs, AR
STIFEL
Robert Walker Jr. is a financial advisor with Stifel in Hot Springs, Arkansas, holding a Series 66 designation and 14 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank, National Association from 2015 to 2019. He serves on the board of the Hot Springs Country Club. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking analyses for asset allocation and financial planning.
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Finding advisors...
67 advisors near
71913
within the area shown on the map
Out of 400,000+ nationwide