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723 advisors near
72206
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Out of 400,000+ nationwide
William H
Series 66
Little Rock, AR
Wells Fargo Advisors
William Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors in 2025, he worked for Pain Medicine Specialists of Arkansas for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.
Nicholas T
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Nicholas Threlkeld is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and also owns Ryan's Electric LLC. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trade execution to BNY Mellon Advisors.
William J
Series 63
Little Rock, AR
LPL Financial
William Jeter Jr. is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in several personal business activities, including co-owning a farm with his spouse, operating a dog kennel, and working as a singer-songwriter. 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 consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.
Collin C
Series 66
Little Rock, AR
Edward Jones
Collin Cahill is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Sunstar Insurance and Invest Farms. Outside of his advisory role, Cahill is involved in landscaping and interior design businesses, including co-ownership of a landscaping and hospitality management company and a design firm owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services. The firm is notable for its extensive advisor network and combination of advisory and affiliated capabilities.
J B
Series 63, Series 65
Little Rock, AR
Morgan Stanley
J Barnett is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Barnett serves on the finance committee of the Williams Junction Volunteer Fire Department and is involved in agricultural and oil/energy ventures through Barnett5 LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and model-based tools, offering a range of investment and financial services supported by its broader institutional resources.
Mark B
Series 66
North Little Rock, AR
Edward Jones
Mark Brown is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Baptist Health and One Life Church. He has also been involved with Clinical Trials Inc. since 2015. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Billie Ann B
Series 66
Little Rock, AR
Merrill
Billie Ann Bruce is a Series 66-credentialed advisor with Merrill, based in Little Rock, AR, and has five years of industry experience. She has been with Merrill since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
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.
Justin M
Series 66
Little Rock, AR
Merrill
Justin Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999, bringing experience from his earlier work in engineering and graduate studies. Justin’s expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Electrical Engineering from the University of Illinois. Additionally, Justin completed a Master of Theology degree with honors at Dallas Theological Seminary and pursued postgraduate studies at Southern Methodist University. Justin and his wife, Kate, live in Roland with their four children.
Donald K
Series 63, Series 66
Little Rock, AR
Thrivent Investment Management
Donald Knoernschild is a financial advisor with Thrivent Investment Management in Little Rock, Arkansas, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Knoernschild serves as a board member for the Augsburg Food Pantry, a volunteer organization providing food assistance to about 600 families monthly. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning areas. The firm separates planning from managed-account services and does not provide portfolio management or institutional advisory services.
Christopher V
Series 63, Series 65
Little Rock, AR
LPL Financial
Christopher Vanlandingham is a financial advisor with LPL Financial in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Arkansas State University System Foundation and as a trustee for BVJ Wealth Management 401K. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Laura G
Series 63, Series 66, Series 65
Little Rock, AR
Merrill
Laura Gates is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Jackson National Life Distributors LLC, and Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Edmond B
Series 66
Little Rock, AR
Merrill
Edmond Burkett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, following three years as a financial advisor with another firm. He serves a select group of individuals and families, as well as holding primary responsibility for corporate retirement plan clients. Edmond earned a B.S. in Chemical Engineering from the University of Arkansas in 2001. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). His team has been recognized in the Forbes "Best in State Wealth Management Teams" List in 2024, 2025, and 2026, and Edmond himself was named to the Forbes "Best in State Wealth Advisors" List in 2025. He was also named to the Financial Times 401 Retirement Plan Advisors List in 2016. Outside of his professional work, Edmond enjoys baseball, hunting, and spending time with his family.
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.
James M
CFP®, Series 63, Series 65
Little Rock, AR
Wells Fargo Advisors
James Martin is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds Series 63 and Series 65 licenses. Outside of his work at Wells Fargo Advisors, Martin has ownership interests in several investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by its research and planning tools.
Mary H
Series 63, Series 65
Little Rock, AR
LPL Financial
Mary Henry is a financial advisor at LPL Financial with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.
Ryan C
CFP®, Series 63, Series 66
Little Rock, AR
LPL Enterprise
Ryan Cowell is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior positions include roles at Pruco Securities LLC, Arvest Wealth Management, Arvest Bank, and TIAA-CREF. Cowell is based in Little Rock, AR. LPL Enterprise serves a diverse client base, including individuals across wealth segments, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through its integrated platform.
Amber G
Series 63, Series 66
Little Rock, AR
Merrill
Amber Gateley is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers for a range of individual and institutional clients.
Hardy L. W
Series 66
Little Rock, AR
UBS Financial Services
Hardy L. Winburn V is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he is also a musician who performs music. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.
Dennis D
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Dennis Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Arkansas Legislative Audit since 2013. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, using independent due diligence and delegated trading through BNY Mellon Advisors.
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723 advisors near
72206
within the area shown on the map
Out of 400,000+ nationwide