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218 advisors near
72701
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Ross L
Series 66
Fayetteville, AR
Morgan Stanley
Ross Larwood is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Atlas Technology Group for two years. He serves as a trustee at The Grove Church, where he participates in reviewing and approving the annual operational budget and contributes to financial oversight. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.
Jason W
Series 66
Fayetteville, AR
LPL Financial
Jason Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial since 2018 and has been associated with SII Investments Inc. since 2005. Outside of his advisory role, he is president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.
Troy K
CFP®, Series 63, Series 65
Fayetteville, AR
Raymond James & Associates
Troy Kestner is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James & Associates since 2019. Prior to this, he worked for 13 years at Arvest Wealth Management. Outside of his advisory role, he owns and manages a small cattle herd and holds several real estate-related business interests, including managing member positions in multiple LLCs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers a range of financial planning and consulting services, utilizing diverse portfolio management styles and proprietary research, with an emphasis on non-discretionary client relationships.
Tafta R
Series 66
Fayetteville, AR
Edward Jones
Tafta Rogers is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, Rogers spent 15 years with Caddo Parish Public Schools. 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 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.
Robert C
Series 66
Fayetteville, AR
STIFEL
Robert Coleman is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. Coleman serves on the boards of the non-profit OneLove Outreach and the Circle of Life Hospice Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.
George B
Series 63, Series 65
Fayetteville, AR
Raymond James Financial
George Bethell is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2004. Outside of advising, he owns Malpaso LLC, a real estate brokerage focused on vacant land in Fayetteville, Arkansas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains unique affiliations supporting municipal finance and SIMPLE IRA Employer Advisory services.
Arthur W
CFP®, Series 66
Fayetteville, AR
Edward Jones
Arthur Walker is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Smith Hamilton Inc for four years. Based in Ft Worth, TX, Walker holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Hannah J
Series 66
Fayetteville, AR
STIFEL
Hannah Jennings is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Jennings is based in Fayetteville, Arkansas. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to produce asset allocation and planning analyses.
Sarah M
Series 66
Fayetteville, AR
Edward Jones
Sarah Merciez is a financial advisor with Edward Jones in Fayetteville, Arkansas, holding a Series 66 designation and with one year of industry experience. Her prior work includes roles at Design Break Studios/Pixelstack and time at the Thinkwell Hybrid School of Discovery. 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 strategies, including managed solutions and separately managed accounts, and maintains a large national network of advisors and branch offices.
Blake S
Series 66
Fayetteville, AR
Edward Jones
Blake Spain is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Alexandra E
Series 66
Fayetteville, AR
Morgan Stanley
Alexandra Etges is a Series 66-licensed financial advisor with Morgan Stanley, based in Fayetteville, Arkansas, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she serves on the investment committee of the Alpha Delta Pi Foundation and is a board member of The Salvation Army in Fayetteville. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning agreements.
Travis H
CFP®, Series 63, Series 66
Fayetteville, AR
Edward Jones
Travis Harbin is a CFP® professional with 12 years of experience at Edward Jones, where he has been an advisor since 2014. Outside of his financial advisory role, he is co-owner of a pet waste management business and serves as the 2nd Vice President of the Fayetteville Lions Club. He also occasionally ministers at the Cave Springs Church of Christ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Joseph M
Series 63, Series 66
Fayetteville, AR
J.P. Morgan Securities
Joseph Mc Clung III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously at TD Ameritrade Investment Management and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Grant H
Series 66
Fayetteville, AR
Raymond James Financial
Grant Hynes is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at various entities under the Raymond James umbrella as well as his own firm, Hynes and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports a range of advisory programs across a large network of advisors.
Tandi S
Series 63, Series 66
Springdale, AR
Raymond James Financial
Tandi Stevens is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch from 2009 to 2018 and has been with Solomon Wealth Group and Raymond James Financial Services Advisors Inc. since 2018. Stevens also serves as a Registered Services Client Manager at Solomon Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools, supporting clients through advisory programs and maintaining unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Joseph V
Series 66
Farmington, AR
Edward Jones
Joseph Van Dee is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at AHF Products for nine years and has held roles at DaySpring Cards and Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.
Amoree M
Series 66
Fayetteville, AR
J.P. Morgan Securities
Amoree Michalek is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. Her career includes long-term roles at Bank of America and Merrill, as well as positions at Arvest Wealth Management and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.
Jacob S
Series 66
Fayetteville, AR
Raymond James Financial
Jacob Springer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. In addition to his advisory role, he is involved in real estate investments through multiple partnerships and ownership interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network along with specialized municipal and retirement plan advisory services.
Jacie W
Series 66
Fayetteville, AR
Morgan Stanley
Jacie Ward is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she has held roles at Axe Pay, Liberty University School of Law, and Big Cedar Lodge Uncle Bucks, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.
Brian C
Series 63, Series 65
Fayetteville, AR
Raymond James Financial
Brian Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to his full-time advisory role, he maintained a private law practice for 12 years. He also serves as President of Signature Private Wealth Management and heads the Trust Department at Signature Bank of Arkansas, where he is the sole Trust Officer. Cole is involved with the Fayetteville High School Golf Booster Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses fact-finding, risk profiling, and modeling tools to tailor advice and supports a wide network of advisors through various advisory and institutional consulting programs.
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Finding advisors...
218 advisors near
72701
within the area shown on the map
Out of 400,000+ nationwide