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Norman H
Series 63, Series 65
Little Rock, AR
LPL Financial
Norman Hall III is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Calton & Associates, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Greyson P
Series 66
Little Rock, AR
LPL Financial
Greyson Price is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 66 designation and over seven years at LPL Financial. He also has experience with the University of Central Arkansas and Central Arkansas Christian Schools. Price is involved with The ASA Group as a non-variable insurance agent in addition to his investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and technologies such as machine learning.
Rebecca M
Series 63, Series 65
Little Rock, AR
LPL Financial
Rebecca Marshall is a financial advisor with LPL Financial based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior work includes roles at BMO Harris Bank, Cetera, Regions Bank, and Simmons Bank. She has also been a soccer referee since 2013. 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, offering financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.
Houston F
Series 66
Little Rock, AR
Charles Schwab
Houston Franklin is a financial advisor with Charles Schwab in Little Rock, AR, holding a Series 66 designation and five years of industry experience. His prior work includes roles at TD Ameritrade, J.P. Morgan Securities, and Arvest Wealth Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios, written advice policies, and centralized custody and supervisory arrangements.
Stewart M
Series 65
Cammack Viallage, AR
McGehee Capital Management
Stewart McGehee is the sole advisor at McGehee Capital Management, an independent firm, and holds a Series 65 designation with 25 years of industry experience. He has led McGehee Capital Management since 1999. McGehee Capital Management provides portfolio management and investment advisory services primarily through discretionary management for individuals and a limited number of institutional clients, including sovereign wealth funds, government entities, and charitable organizations. The firm manages a small asset base and client count relative to its broad range of client types.
Stuart B
Series 63, Series 65
North Little Rock, AR
Providence Asset Management LLC
Stuart Bogard Sr. is a financial advisor with Providence Asset Management LLC in North Little Rock, AR. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Since 2009, he has been with Providence Asset Management, an independent firm focused on personalized financial services.
Michael O
Series 65
Little Rock, AR
C & S Capital Management, Inc.
Michael Overturf is a financial advisor at C & S Capital Management, Inc. in Little Rock, AR, holding a Series 65 designation with 21 years of industry experience. He has been with C & S Capital Management since 2000. Outside of advisory work, he serves as president of C & S Business Services, a bookkeeping company. C & S Capital Management provides personalized portfolio management services to individual and high-net-worth clients. The firm employs discretionary portfolio management with regular account reviews and operates at a smaller scale with approximately 28 clients and $34.5 million in assets under management.
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