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124 advisors near
72019
within the area shown on the map
Out of 400,000+ nationwide
Jenine S
Series 66
Little Rock, AR
Wells Fargo Advisors
Jenine Stafford is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and 23 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc for 16 years. Stafford is a secretary and managing board member of Gigi’s Playhouse, a nonprofit achievement center for people with Down Syndrome. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, special-needs, and business-owner transition planning, utilizing Wells Fargo research and tools to develop tailored recommendations.
Canyon G
CFP®, Series 66
Hot Springs Village, AR
Raymond James Financial
Canyon Geisleman is a CFP® with six years of industry experience, currently advising at Raymond James Financial Services Advisors. He has worked at Raymond James in various capacities since 2019 and has prior experience in education and community roles. Geisleman is also president of Grand Canyon Financial, LLC, a support company focused on payroll and retirement plan implementation. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, 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 affiliated advisory services.
Jonathan H
Series 63, Series 65
Little Rock, AR
Wells Fargo Clearing
Jonathan Hurd is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at infinex Investments, Inc. from 2016 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he co-owns an online sports trading card business and serves as secretary/treasurer of a local sports foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.
Gerald S
Series 66
Little Rock, AR
Ameriprise
Gerald Schaefer is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Arvest Wealth Management, the Arkansas Teacher Retirement System, and various state and private sector organizations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide tailored advice, primarily for clients maintaining assets within Ameriprise-managed accounts.
Terrel S
Series 63, Series 66
Little Rock, AR
Fidelity
Terry Stanton is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2011. He has extensive experience in financial services, previously serving as a Branch Manager at UVEST Financial Services Group Inc, IFMG Securities, and TCF Investments from 2005 to 2008. Terry's approach focuses on building relationships with clients to understand their financial situations and collaborate on tailored roadmaps. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial advice. Outside of his professional role, Terry enjoys a variety of personal interests including social events with friends, golf, outdoor adventures, caring for pets, soccer, and traveling.
Robert B
Series 63, Series 65
Little Rock, AR
Fidelity
David Barnett is a Financial Consultant currently working with Fidelity Investments in Central Arkansas. He has been with Fidelity since 2019, providing financial consulting services to clients. Prior to joining Fidelity, David worked as a Financial Consultant at Charles Schwab & Co. Inc from 1997 to 2019. David holds an Arkansas Insurance License which supports his professional role. He emphasizes the importance of communication and ongoing connection with clients to develop and maintain effective financial plans that adapt to life's changes. He facilitates access to Fidelity's resources to address clients' financial needs. Outside of his professional work, David engages in family activities, fitness, and enjoys hobbies such as table tennis and tennis. He is also involved in volunteering and has an interest in pets.
Chad K
Series 66
Bryant, AR
Edward Jones
Chad Kulchinski is a Series 66 licensed financial advisor with Edward Jones in Bryant, Arkansas, where he has worked for seven years. Prior to joining Edward Jones in 2019, he was involved with CrossFit Midpoint for three years and the Arkansas Activities Association for four years. He officiates high school and junior high football games as a referee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network, as well as additional services including a trust company and securities-based lending.
Ryan S
Series 66
Bryant, AR
Edward Jones
Ryan Smith is a financial advisor with Edward Jones, holding a Series 66 license and with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Arkansas Urology and EGP, PLLC. He also operated a bookkeeping business serving a medical practice, which he plans to dissolve in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
John E
Series 63, Series 65
Little Rock, AR
Ameriprise
John Ekeanyanwu is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Our Lady of Good Counsel Church, participates as a Finance Counsel member, and holds leadership positions with the IMO Union USA and the Oscar Washington, Jr. Educational Fund. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.
Andy G
Series 63, Series 66
Bryant, AR
LPL Financial
Andy Garcia is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked for Edward Jones for 14 years before joining LPL Financial in 2024. Garcia is licensed with Series 63 and Series 66 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.
John C
Series 66
Little Rock, AR
Fidelity
John Chapman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His earlier experience includes roles as a Private Client Advisor and Private Client Banker at JP Morgan Chase between 2021 and 2023, a Health Care Consultant at BKD from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2016 to 2020. John holds an AR Insurance License. He focuses on helping individuals work towards their life goals, such as saving for retirement or purchasing a home, through collaborative financial planning. Outside of his professional work, John enjoys baseball, camping, outdoor adventures, parenthood, skiing, and traveling.
Chris G
Series 63, Series 65, Series 66
Little Rock, AR
Ameriprise
Chris Grace is a financial advisor with Ameriprise based in Little Rock, Arkansas. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.
Stacy M
Series 63, Series 65
Little Rock, AR
Ameriprise
Stacy Morris is a financial advisor with Ameriprise in Austin, AR, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining Ameriprise in 2023, she worked at Morgan Stanley for 14 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.
Annie N
Series 63, Series 65
Benton, AR
Raymond James Financial
Annie Norris is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Merrill Lynch for 32 years before joining Raymond James in 2018. Outside of her advisory role, she is the owner of Red Dog Investment Group, a support company based in Little Rock, Arkansas. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers non-discretionary financial planning and investment consulting tailored to client goals, employing various analytical tools and supporting municipal and public finance work through specialized affiliations.
Sarah C
Series 63, Series 65
Bryant, AR
LPL Financial
Sarah Childress Hogue is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including six years at Delta Trust Investments, Inc. and seven years concurrently at Simmons Bank and LPL Financial. Outside of her advisory work, she is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios supported by in-house and third-party research.
Ammie T
Series 66
Little Rock, AR
Edward Jones
Ammie Thompson is a Series 66-licensed financial advisor with Edward Jones, bringing two years of industry experience. Prior to joining Edward Jones, Ammie worked for Shelter Insurance - Jay Snider Agency for eight years. Outside of financial advising, Ammie is involved in several business activities, including membership in Liberty Pest Services LLC and roles as a direct sales stylist for Park Lane Jewelry and a makeup artist for SEINT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary managed strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.
Anthony T
Series 63, Series 66
Little Rock, AR
Fidelity
Anthony Tillman is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He collaborates with his clients to co-create financial plans that they can understand and articulate. Prior to this role, he worked in various capacities at Fidelity Investments, including as an Investment Consultant from 2022 to 2024, a Planning Consultant in 2022, a Relationship Manager from 2020 to 2022, a Financial Representative from 2018 to 2020, and an Investment Solutions Representative from 2017 to 2018. Anthony holds an Arkansas Insurance License, supporting his capabilities in offering insurance-related financial advice. His career at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting.
Thomas H
Series 63, Series 66
Little Rock, AR
Edward Jones
Thomas Howard is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Tammy D
Series 63, Series 65
Little Rock, AR
Ameriprise
Tammy Davis is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. In addition to her role at Ameriprise, she manages an advisory business at Petite Roche Wealth Management in Little Rock, AR. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team that combines research, modeling, and tax-efficiency analysis.
Jennifer G
Series 66
Little Rock, AR
Ameriprise
Jennifer Gibson is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Raymond James and Edward Jones, as well as experience outside finance at Michaels Supply Store and Hillcrest Family Clinic. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.
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Finding advisors...
124 advisors near
72019
within the area shown on the map
Out of 400,000+ nationwide