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407 advisors near
72758
within the area shown on the map
Out of 400,000+ nationwide
Kevin W
Series 63, Series 65
Rogers, AR
Raymond James Financial
Kevin Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James since 2015 and also served on the Huntsville School Board of Education since 2014. Outside of advisory work, Wilson is involved in several business ventures as a managing member of multiple LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique municipal advisor affiliation.
Bryan C
Series 66
Bentonville, AR
LPL Enterprise
Bryan Crowley is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at New Heights Bentonville and has experience with nonprofit organizations including Northeast Bible Church and Fellowship Bible Church. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Tanner B
Series 66
Fayetteville, AR
Raymond James & Associates
Tanner Bass is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at Infinex Investments, BancorpSouth, and Arvest Wealth Management. He also serves as a Trust Officer for BancorpSouth, focusing on trust and estate planning. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by extensive research and multiple portfolio management approaches.
Mason H
Series 66
Springdale, AR
Raymond James Financial
Mason Hayes is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Merrill Lynch for five years before joining Solomon Wealth Group and Raymond James Financial Services Advisors, where he has been since 2018. Hayes holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. 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 emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance activities through a unique affiliation with a municipal advisor.
Matthew C
Series 66
Fayeteville, AR
Raymond James Financial
Matthew Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas. He holds the Series 66 designation and has one year of industry experience. Prior to financial advising, he worked in professional golf for three years and was employed at AES Drilling Fluids for one year. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Crissy W
CFP®, Series 66
Bella Vista, AR
Edward Jones
Crissy Wright is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Bella Vista, AR, and has four years of industry experience. Prior to joining Edward Jones in 2022, she worked for ten years with the International Mission Board. She is an LLC member of Ozark Outdoor Gear Rental, a local outdoor gear rental business. 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 and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Deanna W
Series 63, Series 66
Fayetteville, AR
Raymond James & Associates
Deanna Wright is a financial advisor with Raymond James & Associates in Fayetteville, AR, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her career includes roles at Arvest Asset Management and ownership of M&D Wright Investment LLC, which manages residential construction projects. She is also the owner of Better Together Properties LLC. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.
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Finding advisors...
407 advisors near
72758
within the area shown on the map
Out of 400,000+ nationwide