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124 advisors near
72019
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Out of 400,000+ nationwide
Dustin D
Series 63, Series 65
Alexander, AR
Independent Advisor Alliance, LLC
Dustin Dandurand is a financial advisor with Independent Advisor Alliance, LLC. He holds Series 63 and Series 65 licenses and has recently transitioned into the advisory industry following roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank. He is also involved in a registered investment advisory business under the name GenWealth Financial Advisors. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services, employing a network model that combines independent advisory representatives with access to brokerage services through LPL Financial and third-party platforms.
Beth R
Series 63, Series 66
Bryant, AR
Empower Advisory Group
Beth Roberts is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Regions Bank, Fidelity Investments, Cetera Investment Services, LPL Financial, Bank of America, Merrill, Stephens Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.
Troy J
Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Troy Johnson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked with LPL Financial and GenWealth Financial Advisors. Johnson is involved in multiple investment-related activities, including advisory services through Independent Advisor Alliance. 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 employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support asset aggregation and estate planning.
Jacob G
Series 66
Bryant, AR
Independent Advisor Alliance, LLC
Jacob Grice is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has two years of industry experience, including roles at LPL Financial LLC and prior positions outside the advisory field. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and integrates various investment strategies and technology platforms to support client needs.
Timothy M
Series 63, Series 65
Little Rock, AR
Prime Capital Financial
Timothy Mccutchen is a financial advisor with Prime Capital Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at firms such as Cambridge Investment Research and Lawing Financial. He is also a partner in CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies.
Laura W
Series 66
Little Rock, AR
LPL Financial
Laura Witt is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Simmons Bank, Simmons First Investment Group, and 1 St Global Advisors Inc. She is involved with Simmons Investment Services, a DBA related to her LPL business. 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, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.
Sydney G
CFP®, Series 63, Series 65
Little Rock, AR
Wells Fargo Advisors
Sydney Gilbert is a CFP® with 20 years of experience in the financial industry. She has been with Wells Fargo Advisors since 2022 and held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Gilbert has ownership interests in two investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides tailored investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with various financial products and referral channels.
Roger O
Series 63, Series 65
Little Rock, AR
Wells Fargo Advisors
Roger O'quin is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he has ownership stakes in The Oquin Group, Inc. and Oquin Gilbert, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, leveraging Wells Fargo research and tools to create tailored recommendations for clients.
Robert S
Series 63, Series 65
Benton, AR
Equitable Advisors
Robert Scott is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Equitable Advisors since 1999, including through its prior identity as AXA Advisors. Scott also operates an outside insurance brokerage business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party investment solutions.
Gregory M
Series 63, Series 66
Little Rock, AR
Raymond James Financial
Gregory Minton is a financial advisor with Raymond James Financial in Little Rock, AR, holding Series 63 and Series 66 credentials and more than 32 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 27 years before joining Raymond James Financial Services Advisors, Inc. in 2020. Minton is also the owner and president of Minton Wealth Management, a support company based in Little Rock. 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 institutions. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Clifton G
Series 63, Series 65
Hot Springs Village, AR
Raymond James Financial
Clifton Geisleman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Raymond James since 1999 and also leads The Geisleman Group, Inc. In addition to his advisory roles, he and his wife manage the commercial property where his office is located. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.
Matthew J
Series 66, Series 63
Little Rock, AR
Ameriprise
Matthew Johnson is a financial advisor with Ameriprise in Little Rock, AR, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise, he worked at Sage Advisory Services, Merrill, Charles Schwab, and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Lena S
Series 66
Little Rock, AR
Edward Jones
Lena Strickland is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at CAM Collaborative and the Shannon Westbrook Agency, and spent seven years with the State of Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Kymberlie R
Series 66
Bryant, AR
Ameriprise
Kymberlie Reed is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
Mallory R
CFP®, ChFC®, Series 66
Bryant, AR
Edward Jones
Mallory Rush is a CFP® and ChFC® with seven years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, she worked at the Wellness Center at The University of Arkansas at Monticello and the University of Arkansas at Monticello. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.
Samual C
Series 66
Little Rock, AR
Fidelity
Samual Crouch is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes service in the U.S. Army and U.S. Army Reserves, as well as roles at Sowell Management Services and Fairway Independent Mortgage Corporation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.
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.
Chad C
CFP®, Series 63, Series 65
Little Rock, AR
LPL Financial
Chad Carlson is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial in Little Rock, AR. He has worked at Simmons First Investment Group, Inc. from 2001 to 2019 and has concurrently been with Simmons Bank and LPL Financial since 2019. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
Aaron R
Series 66
Bryant, AR
Edward Jones
Aaron Robinson is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Thrivent Financial, Thrivent Investment Management Inc, Personal Security Products, and the University of Arkansas - Little Rock. 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, operating under a fiduciary standard.
Clinton K
Series 66
Benton, AR
Edward Jones
Clinton Kreie is a Series 66 licensed financial advisor with Edward Jones in Benton, Arkansas, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
124 advisors near
72019
within the area shown on the map
Out of 400,000+ nationwide