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63 advisors near
72023
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Out of 400,000+ nationwide
Diane T
Series 63, Series 66
Cabot, AR
LPL Financial
Diane Talley is a financial advisor with LPL Financial in Cabot, Arkansas, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with LPL Financial since 2007. Talley also serves as a notary, dedicating a small portion of her time to this role during securities trading hours. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management across a variety of investment strategies.
Abbie G
Series 66
Vilonia, AR
Cetera
Abbie Gordon is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc and Stephens Inc. She also operates Gordon Financial Services Inc, providing life and annuity insurance product sales and support to other licensed associates. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.
Taylor M
Series 66
Jacksonville, AR
Ameriprise
Taylor Mcgrew is a financial advisor with Ameriprise in Jacksonville, Arkansas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Mcgrew worked in aircraft sales at Dallas Jet International and spent nearly two decades at Central Flying Service. Outside of advisory work, Mcgrew is involved with Centennial Financial Services as a wealth advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice, focusing on income sources and tax-aware withdrawal strategies.
Kyle D
Series 66
North Little Rock, AR
Edward Jones
Kyle Drake is a financial advisor with Edward Jones in North Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Oldcastle Infrastructure from 2016 to 2023. He is the founder and leader of Central Arkansas Leads Group LLC, a networking leads group based in Sherwood, AR. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches, affiliated investment capabilities, and comprehensive fiduciary services.
Thomas G
Series 66
Cabot, AR
Ameriprise
Thomas Green is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience with Investment Professionals Inc and Centennial Bank. He serves on the Board of Directors for Mt Carmel Cemetery and has involvement in a wine and spirits retail business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations.
Cody D
Series 66
North Little Rock, AR
Edward Jones
Cody Dertow is a financial advisor at Edward Jones in North Little Rock, Arkansas, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Transamerica Life Insurance Company from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.
Thomas M
CFP®, Series 63
Sherwood, AR
Ameriprise
Thomas Martin is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Martin is a member of the White River Health Foundation Board of Trustees in Batesville, AR. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.
Robert J
CFP®, Series 63, Series 66
North Little Rock, AR
Edward Jones
Robert Jackson is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in North Little Rock, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Thomas R
Series 63, Series 66
Cabot, AR
LPL Financial
Thomas Rigney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Rigney is co-owner of Vesuvio Bistro, a business located in Little Rock, Arkansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing proprietary and third-party research along with various portfolio management strategies.
Jennifer K
Series 66
Sherwood, AR
Raymond James & Associates
Jennifer Key is a financial advisor at Raymond James & Associates with 12 years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, she worked at Morgan Stanley from 2015 to 2021. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Michael W
Series 66
Jacksonville, AR
Edward Jones
Michael Weatherford is a financial advisor with Edward Jones in Jacksonville, AR, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Meadors, Adams & Lee and BancorpSouth Insurance Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Cody B
CFP®, Series 66
Cabot, AR
Edward Jones
Cody Bowlan is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones. Before joining Edward Jones, he worked at the United States Department of Agriculture and was a college student during part of that time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
Jason F
Series 66
Jacksonville, AR
Edward Jones
Jason Fakouri is a financial advisor at Edward Jones in Jacksonville, Arkansas, holding a Series 66 designation. He has over 12 years of industry experience, including 11 years at Golden Eagle of Arkansas prior to joining Edward Jones in 2026. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Anthony D
Series 66
North Little Rock, AR
Edward Jones
Anthony Drake is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Honda World of Conway and Dick's Sporting Goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
James N
Series 66
North Little Rock, AR
Edward Jones
James Norman Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Ragan & Associates and Bruce Oakley, Inc. Outside of his advisory role, he serves as Finance Chair for a nonprofit organization, Life Plan, where he updates financial reports and reviews banking information. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.
Charles T
Series 66
Cabot, AR
Cetera
Charles Thomas is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Edward Jones and Sunovion Pharmaceuticals. Outside of his advisory work, he is involved in breeding and selling Golden Doodles and English Cream Golden Retrievers and is a partial owner of a live music business called The Dadbodz. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for a variety of investment strategies and program options.
William W
Series 63, Series 65
North Little Rock, AR
Ameriprise
William Wilson is a financial advisor with Ameriprise in North Little Rock, Arkansas, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at Ameriprise since 2018 and concurrently serves as a financial advisor at Centennial Bank. Wilson's other business activities include his role as a financial advisor at Centennial Financial Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.
Robert S
Series 66
Cabot, AR
Edward Jones
Robert Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Unity Health Hospital for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
William H
Series 66
Beebe, AR
Ameriprise
William Handly is a financial advisor with Ameriprise in Beebe, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Handly serves on the Board of Directors for the Beebe Chamber of Commerce and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
James B
Series 63, Series 65
Cabot, AR
LPL Financial
James Brandt is a financial advisor with LPL Financial in Cabot, AR, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Investment Centers of America since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management services.
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Finding advisors...
63 advisors near
72023
within the area shown on the map
Out of 400,000+ nationwide