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44 advisors near
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Allen H
Series 66
Benton, AR
Wealth Ready
Allen Harris Sr. is a financial advisor with Wealth Ready, holding a Series 66 license and bringing nine years of industry experience. He has worked at firms including Arvest Wealth Management, Merrill, Bank of America, and currently Health Equity, where he is employed full time as a Service Delivery Manager. Outside of his advisory role, Mr. Harris serves as President of the Board of Directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and discretionary portfolio management with no account minimums, using a risk-based approach that incorporates diversified portfolios primarily through passive strategies, while allowing short-term trading and options where appropriate.
Eric S
CFA®
Alexander, AR
Summerhill & Co., LLC
Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.
David A
Series 63, Series 65
Hot Springs Village, AR
Hot Springs Asset Management, Inc.
David Adams is a financial advisor with Hot Springs Asset Management, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Hot Springs Asset Management since 2007 and also operates an affiliated accounting practice as a Certified Public Accountant. Hot Springs Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using a core-and-satellite framework with a combination of passive and active investments and operates on a fee-only basis.
David C
Series 66
Benton, AR
Campbell Financial Advisory, LLC
David Campbell is the principal of Campbell Financial Advisory, LLC in Benton, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Uber and Arkansas Retirement Institute. In addition to his advisory role, he owns and operates Campbell Insurance Services, LLC, offering insurance products. Campbell Financial Advisory, LLC is an independent registered investment adviser serving individual clients and retirement plans with asset management, financial planning, and consulting services. The firm provides tailored strategies incorporating fundamental, technical, and cyclical analysis, and offers additional services such as limited-scope ERISA 3(21) retirement-plan advisory and public educational seminars.
Erin S
Series 66
Sheridan, AR
Schorn Wealth
Erin Semelka is a financial advisor at Schorn Wealth with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Fiduciary Planning and Clockwise Capital LLC, as well as TD Ameritrade. Schorn Wealth serves individual and high-net-worth clients, along with trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management through proprietary portfolio models that utilize both fundamental and technical analysis.
Rachel T
Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.
Lewis P
Series 63, Series 65
Benton, AR
Mariner
Lewis Partridge II is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at LexAurum Advisors, Veritas Independent Partners, Sowell Management Services, and Summit Financial Group. Outside of advising, he is a 50/50 partner in JW Downtown Partners, LLC, a company that owns a commercial building in Benton, Arkansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and administrative services uncommon for firms of its size.
Candice S
Series 63, Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.
James S
Series 63, Series 65
Benton, AR
Money Concepts Capital Corp
James Stilwell is a financial advisor at Money Concepts Capital Corp with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide for 32 years before joining his current firm in 2020. Outside of his advisory role, Stilwell is involved in community planning and zoning activities in Benton, Arkansas, and serves as a community advisor for First Security Bank. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses various portfolio strategies guided by fundamental and technical analysis and modern portfolio theory.
James M
Series 63, Series 65
Alexander, AR
VOYA Financial Advisors, Inc.
James Meaders is a financial advisor at Voya Financial Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fidelity Investments, Charles Schwab, Berthhel Fisher & Company Planning, and Securities Management & Research, Inc. Voya Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.
Brian H
Series 63, Series 65
Alexander, AR
Independent Advisor Alliance, LLC
Brian Helms is a financial advisor with Independent Advisor Alliance, LLC based in Alexander, Arkansas. He holds Series 63 and Series 65 licenses and has three years of experience in the financial industry, having previously worked at LPL Financial. Prior to his advisory career, he spent 27 years with the University of Arkansas System Division of Agriculture. 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 plan consulting, utilizing a network model with access to a range of portfolio management strategies and technology platforms.
Matthew T
Series 66
Alexander, AR
Empower Advisory Group
Matthew Thompson is a Series 66-licensed financial advisor at Empower Advisory Group with one year of industry experience. His prior work includes roles at Ameriprise, AGIA, Valic Financial Advisors, and Fis. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates over short-term forecasts.
John S
Series 63, Series 65
Alexander, AR
Independent Advisor Alliance, LLC
John Shrewsbury is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include 15 years at Genwealth Financial Advisors and over two decades at LPL Financial. Outside of advising, he owns Momentum Media, an advertising agency based in Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred independent advisory representatives and uses various portfolio management strategies supported by technology platforms and third-party managers.
Adam B
Series 65, Series 63
Alexander, AR
Independent Advisor Alliance, LLC
Adam Burke is a financial advisor with Independent Advisor Alliance, LLC. He holds Series 65 and Series 63 licenses and has experience working at LPL Financial and Independent Advisor Alliance since 2024. His background includes roles in education and small business operations prior to entering the financial advisory field. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations. The firm offers asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.
Janet W
Series 63, Series 65
Alexander, AR
Independent Advisor Alliance, LLC
Janet Walker is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. She previously worked for GenWealth Financial Advisors, LLC for 15 years and has been associated with LPL Financial for over two decades. In addition to her advisory role, she owns an advertising agency called Momentum Media. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a large network of advisory representatives with access to technology platforms and third-party services to provide tailored portfolio management and estate-planning solutions.
Erin E
Series 66
Benton, AR
Private Advisor Group, LLC
Erin Eason is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. She has worked at notable firms including Morgan Stanley, Merrill, and UBS Financial Services. Outside of her advisory role, she is involved in hospitality management and caregiving activities in her local community. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and TAMPs.
Anna O
Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Anna Olive is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, GenWealth Financial Advisors, and Ameriprise Financial Services. Outside of her advisory roles, she has been associated with a business entity named AJ's Hauling for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support asset aggregation, rebalancing, and estate planning.
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.
Gerald B
Series 66
Malvern, AR
Edward Jones
Gerald Black is a financial advisor with Edward Jones in Malvern, AR, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a minority owner of Bowery Ln Holding Co., a real estate business in Malvern. 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, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.
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.
Reece T
Series 66
Malvern, AR
Edward Jones
Reece Turner is a financial advisor at Edward Jones in Malvern, Arkansas, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at SeniorcareUSA and operating Kahuna Bay Boat & Jet Ski Rental. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
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.
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.
Jennifer P
Series 66
Malvern, AR
Edward Jones
Jennifer Pickle is a Series 66 licensed financial advisor with Edward Jones in Malvern, Arkansas. She has four years of experience at Edward Jones and previously worked in sales and customer service roles, including five years at Cellular Sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Scott H
Series 66
Malvern, AR
Edward Jones
Scott Helberg is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved with two local businesses in Malvern, Arkansas: a farm property partnership and a retail yarn company, where he assists with routine upkeep. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the country.
Noah L
Series 66
Malvern, AR
Edward Jones
Noah Lankford is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles including at Central Arkansas Trolling Motors and Anthony Timberlands. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
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.
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.
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.
Jonathan P
Series 66
Benton, AR
Edward Jones
Jonathan Presswood is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cracker Barrel and JEM Market Technologies. Outside of his advisory work, he owns a graphic design business and teaches online courses at the University of Arkansas at Little Rock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Danielle H
Series 66
Benton, AR
Raymond James Financial
Danielle Hearn is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2020. Outside of her advisory role, she has been involved with McClure Fitness since 2014. Raymond James Financial Services Advisors 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 employs analytical tools to support client goals, with a notable affiliation in municipal advisory and specialized retirement plan consulting.
Bobby K
Series 63, Series 66
Benton, AR
Cetera
Bobby Kellam is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and Regions Bank since 2014. Outside of his advisory role, he serves as orchestra director at First Baptist Church of Benton and is a board member of the Hot Springs Jazz Society. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and client types.
William B
Series 66
Benton, AR
Cambridge Investment Research Advisors
William Barton is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Benton, AR, and has 22 years of industry experience. He has worked at several firms, including Hilltop, MetLife Securities Inc, and SWBC Investment Company. Barton also serves as an advisory representative of another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.
Kaitlin K
Series 66
Benton, AR
Edward Jones
Kaitlin King is a financial advisor with Edward Jones in Benton, Arkansas, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Centennial Bank and Summerwood Partners, LLC. 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 and investment strategies supported by a large national network of financial advisors and branch offices.
Jeffrey J
Series 66
Benton, AR
Edward Jones
Jeffrey Jones is a financial advisor with Edward Jones in Benton, Arkansas, holding a Series 66 designation and bringing 18 years of industry experience since joining the firm in 2008. Outside of his advisory role, he serves as a high school and junior high football official during the fall season for local school districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.
Daniel N
Series 66
Benton, AR
Raymond James Financial
Daniel Nowell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as president of a support company, Dan W. Nowell Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and consultative services using risk profiling and modeling tools and supports a broad network of advisors with specialized programs and institutional consulting.
Danny W
Series 63, Series 66
Mabelvale, AR
LPL Financial
Danny Woodall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Fortis Investors, Inc. for 28 years before joining LPL Financial in 2019. Woodall also has an ongoing involvement in non-variable insurance. 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, retirement plan consulting, and brokerage services supported by research, model portfolios, and advanced technologies.
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Finding advisors...
44 advisors near
72015
within the area shown on the map
Out of 400,000+ nationwide