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81 advisors near
72173
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Out of 400,000+ nationwide
Robert S
Series 66
Cabot, AR
Edward Jones
Robert Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Unity Health Hospital for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Josh C
CFP®, Series 66
Greenbrier, AR
Edward Jones
Josh Crawford is a CFP® professional with 13 years of experience in the financial services industry, all of which have been with Edward Jones since 2013. He is based in Greenbrier, Arkansas. Outside of his advisory role, Crawford owns and manages commercial and residential rental properties through Crawford Properties LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.
James B
Series 63, Series 65
Cabot, AR
LPL Financial
James Brandt is a financial advisor with LPL Financial in Cabot, AR, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Investment Centers of America since 2015. 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 plan consulting, utilizing model portfolios, research, and various management services.
Jeffrey W
Series 66
Conway, AR
LPL Financial
Jeffrey Wicks is a financial advisor with LPL Financial in Conway, Arkansas, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Arvest Wealth Management and Edward Jones. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research.
Jason J
Series 66
Ward, AR
Cambridge Investment Research Advisors
Jason Johnson is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He previously worked at Charles Schwab and Edward Jones. Outside of his advisory role, he volunteers as a class facilitator for Financial Peace University and owns Jayfra Enterprises LLC, where he works as a DJ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.
Tyler D
Series 63, Series 65
Conway, AR
Mass Mutual Investors Services
Tyler Dingler is a financial advisor with Mass Mutual Investors Services. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory work, he is a licensed real estate agent and mortgage loan originator. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.
John L
Series 63, Series 65
Conway, AR
Primerica Advisors
John Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Lynch also owns Lynch and Associates, Inc., an investment-related business based in Mc Rae, AR, which he operates part-time. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and uses model-based investment strategies supported by third-party asset managers and custodians.
Traci M
Series 66
Conway, AR
Cetera
Traci Mccain is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked with Cetera and its affiliate entities since 2013, including Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.
Drew G
Series 65, Series 63
Conway, AR
Mass Mutual Investors Services
Drew Gainor is a financial advisor with Mass Mutual Investors Services in Conway, Arkansas, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. Prior to joining Mass Mutual in 2023, he worked at Northwestern Mutual and its related companies from 2010 to 2023. Outside of financial advising, he is involved as an owner in multiple retail sales LLCs, an aviation company, and a business consulting firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, with planning engagements structured as annual collaborations that provide written recommendations using firm-approved analytical tools.
Willam C
Series 66
Conway, AR
Raymond James Financial
Willam Campbell is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Raymond James Financial and also serves as President and 50% owner of Campbell Wealth Management. His prior experience includes over a decade at Wells Fargo Advisors and related entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports both individual and institutional advisory programs.
William G
Series 63, Series 65
Conway, AR
Ameriprise
William Guthrie is a financial advisor with Ameriprise in Conway, Arkansas, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Investment Professionals Inc for 14 years. Guthrie also serves as a financial advisor at Centennial Bank in Jacksonville, Arkansas. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.
Joshua C
Series 65, Series 63
Conway, AR
Mass Mutual Investors Services
Joshua Carter is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and its affiliates from 2014 to 2023 before joining Mass Mutual in 2023. Outside of his advisory role, he is involved in outside insurance sales as an insurance broker. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to structure annual, collaborative planning engagements.
Lisa L
Series 63, Series 66
Conway, AR
Edward Jones
Lisa Lovell is a financial advisor with Edward Jones in Conway, Arkansas, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1981. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary strategies with affiliated mutual funds and tax-efficient services under a fiduciary standard.
Christopher S
Series 66
Cabot, AR
Edward Jones
Christopher Staten is a Series 66 licensed financial advisor with Edward Jones, based in Cabot, AR, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Staten owns an excavating business in Beebe, AR, where he employs an operator to manage the daily operations. 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 programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.
Shirley W
Series 63, Series 65
Mayflower, AR
Ameriprise
Shirley Washam is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Raymond James & Associates before joining Ameriprise. Outside of her advisory role, she is also employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
James T
Series 66
Conway, AR
Edward Jones
James Tipton is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 programs and investment solutions, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.
Gail C
Series 63, Series 65
Conway, AR
Cambridge Investment Research Advisors
Gail Cote is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Broker Dealer Financial Services Corp. for 21 years before joining Cambridge in 2018. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
Thomas H
Series 66
Conway, AR
LPL Financial
Thomas Hall is a financial advisor with LPL Financial based in Conway, AR. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Cetera Investment Services and Regions Bank. Outside of his advisory work, Hall serves in the Air National Guard in Little Rock, AR. 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, including model portfolios and retirement plan consulting.
David H
Series 66
Cabot, AR
Edward Jones
David Hill is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Progressive Insurance Company for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Richard J
CFP®, Series 66
Conway, AR
LPL Financial
Richard Jackson is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2006 and previously worked at Linsco/Private Ledger. He also operates a separate business under the name Jackson Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.
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Finding advisors...
81 advisors near
72173
within the area shown on the map
Out of 400,000+ nationwide