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476 advisors near
72135
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Eric H
CFP®, ChFC®, Series 63
Little Rock, AR
United Capital Financial Advisors
Eric Hutchinson is a financial advisor with United Capital Financial Advisors in Little Rock, AR, holding CFP® and ChFC® designations and 34 years of industry experience. He has been with United Capital Financial Advisors since 2015. Outside of his advisory role, he serves as a trustee for a complex grantor trust and is the author of *The Financial Briefing - Answers to Life's Most Important Questions*. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers and alternative investments.
Asa C
CFP®, Series 63, Series 65
Little Rock, AR
Arvest Wealth management
Asa Cottrell is a CFP® professional with 31 years of industry experience, currently serving at Arvest Wealth Management in Little Rock, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2009. Cottrell serves as an advisory board member for the Arkansas Bankers Association, focusing on bank-related legislation. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client service model guided by Investment Policy Statements and a mix of discretionary and non-discretionary asset management.
William S
Series 65
Little Rock, AR
Eversource Wealth Advisors, LLC
William Somers is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BRS Financial LLC and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment platforms and conducts due diligence on private market opportunities.
Christopher M
Series 65, Series 66
Little Rock, AR
Nfsg Corporation
Christopher Mccrillis is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Newbridge Financial Services Group Inc., Newbridge Securities Corporation, Ameriprise Financial Services Inc., and SII. In addition to his advisory role, he operates as a licensed insurance agent in Little Rock, AR, offering life, health, disability, and long-term care policies. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.
Rodney K
Series 63, Series 65
North Little Rock, AR
Sowell Management
Rodney Kresge is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Quoin Capital LLC, HB Securities LLC, Gardner Financial Services, Inc., and IFS Securities Inc. Since 2016, he has been the managing member of Regulatory Affairs Consulting, LLC, providing consulting services to broker-dealers and investment advisers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model of more than 100 IARs.
Justin T
CFP®, Series 65
North Little Rock, AR
Sowell Management
Justin Travis is a CFP® and Series 65-registered financial advisor with five years of industry experience. He currently works at Sowell Management and has previously held positions at United Capital Financial Advisors, Goldman Sachs, Lifesmart Financial, and Arvest Bank. Additionally, he is the founder and CEO of Travis Tax Services, LLC, a tax preparation business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers multiple management styles and model portfolios, including the Sowell Visionary Allocation Strategies developed with Goldman Sachs, and supports its independent advisors with trading, compliance, technology, and back-office services.
William S
Series 63, Series 66
North Little Rock, AR
Sowell Management
William Sowell IV is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Sowell Financial Services, LLC since 2001. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses multiple management styles and offers a range of solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with other firms.
John G
Series 63, Series 65
Little Rock, AR
Inspire Advisors, LLC
John Gathright is a financial advisor with Inspire Advisors, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been associated with Lifesmart Wealth Management since 2010 and previously worked at Sowell Management Services. Outside of his advisory roles, he works as an independent contractor for Woodyard & Associates, Inc. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio management strategies, combining quantitative, fundamental, technical, and modern portfolio theory analyses.
F. John D
Series 63, Series 66
North Little Rock, AR
Sowell Management
F. John Deuschle III is a financial advisor with Sowell Management, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at M.S. Howells & Co, Cambridge Investment Research, and Kestra Financial Services. He serves as Finance Committee Chairman for the Catholic High School Foundation and is a board member of Ducks Unlimited. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm operates through over 100 independent contractor advisors, offering various management styles and model portfolios, including partnerships with Goldman Sachs and other sub-advisers.
Michael L
Series 63, Series 65
Little Rock, AR
Mutual Of Omaha Investor Services, Inc.
Michael Linn is a financial advisor with Mutual Of Omaha Investor Services, Inc. based in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having been with Mutual of Omaha since 2010. Outside of his advisory role, he is a freelance writer of memoirs and short stories and operates an insurance agency offering health, life, annuity, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet while working alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
Alexander R
Series 66
North Little Rock, AR
Sowell Management
Alexander Richmond is a financial advisor at Sowell Management with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investor Services, MassMutual Life Insurance Company, and the University of Central Arkansas. Outside of his advisory role, Richmond is involved with Waire Farms, where he assists in record-keeping and coordination with other farmers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.
Carrie Q
Series 63, Series 65, Series 66
North Little Rock, AR
Sowell Management
Carrie Quraishi is a financial advisor at Sowell Management with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. In addition to her advisory role, she is a practicing lawyer and owner of Quraishi Law Firm PLLC, where she provides legal services. She also works as an independent insurance agent. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers multiple management styles and access to model portfolios and sub-advisory relationships, supporting over 100 independent advisers through an independent-contractor model.
Lawrence W
CFA®, Series 63
North Little Rock, AR
Sowell Management
Lawrence Watts is a financial advisor at Sowell Management with 42 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Sowell Financial Services in 2019, he worked at Raymond James & Associates and Stephens. Watts also operates Watts Wealth Management LLC, an independent advisory business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors, employing multiple management styles and a range of investment solutions.
Timothy P
Series 66
North Little Rock, AR
Sowell Management
Timothy Poole is a financial advisor with Sowell Management in North Little Rock, Arkansas, holding a Series 66 designation and 22 years of industry experience. He has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Raymond James Financial Services, and currently serves as President and Investment Advisor at Apex Asset Advisors. Outside of his advisory roles, Poole is an advisory board member of Oaklawn Baptist Church and serves on the board of directors for the Hot Spring Family YMCA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles, including strategic and tactical allocation and customized portfolio design, and supports over 100 independent contractor advisors with trading, compliance, technology, and back-office services.
David S
Series 63, Series 65
Little Rock, AR
Eversource Wealth Advisors, LLC
David Sims is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Eversource in 2024, he worked at BRS Financial LLC and BRS Consulting, Inc., where he held multiple roles since 2008. Aside from his advisory work, Sims has been a licensed attorney since 1986 and serves as General Counsel, Director, and President of Church Mortgage and Loan Corporation, a nonprofit engaged in Chapter 11 mortgage liquidation. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through various investment programs and a national network of advisors, managing both external RIA relationships and private pooled investments.
William W
CFP®, ChFC®, Series 63
Little Rock, AR
Inspire Advisors, LLC
William Woodyard is a CFP® and ChFC® with 16 years of industry experience. He is currently with Inspire Advisors, LLC and has held prior roles at Sowell Management Services and Lifesmart Financial Advisors, among others. Woodyard also works as an independent contractor through Woodyard & Associates, Inc. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations.
Terrance M
Series 63, Series 65
Little Rock, AR
First Heartland Consultants, Inc.
Terrance Masching is a financial advisor with First Heartland Consultants, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with First Heartland Capital, Inc. since 2010. Outside of his advisory role, he is involved with Masching Financial Group, LLC, which focuses on the sales and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.
David N
Series 66
North Little Rock, AR
Sowell Management
David Newsom is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is licensed to sell life, accident, and health insurance policies. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diverse management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.
Matthew H
Series 65
North Little Rock, AR
Sowell Management
Matthew Haas is a financial advisor at Sowell Management with eight years of industry experience. He holds a Series 65 credential and has worked at BRS Financial LLC and operated Haas Financial Solutions, LLC prior to joining Sowell Management. He is also a licensed insurance producer and provides merchant services consulting and insurance through WisdomWealth Financial, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios and sub-advisory relationships, supporting over 100 investment adviser representatives through an independent-contractor model.
Kimberly S
Series 63, Series 66
North Little Rock, AR
Sowell Management
Kimberly Smith is a financial advisor at Sowell Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and White Rock Wealth Design. Her background also includes experience with International Cultural Exchange Services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers solutions such as model portfolios, third-party manager selection, and unified managed accounts.
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Finding advisors...
476 advisors near
72135
within the area shown on the map
Out of 400,000+ nationwide