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476 advisors near
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Ledly J
Verified by Warmer
Series 65, JD
Little Rock, AR
Caprock Wealth Management
Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.
Eric S
Series 66
Little Rock, AR
Stoffel Financial Advisor's, LLC
Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.
Kevin D
Series 65
Little Rock, AR
Daniel Financial Group, Inc.
Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.
Elijah C
Series 63, Series 65
Little Rock, AR
Valuepoint Partners, Inc.
Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.
Jason R
Series 63, Series 66
Little Rock, AR
Advanced Retirement Solutions, Inc.
Jason Redditt is a financial advisor with Advanced Retirement Solutions, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Advanced Retirement Solutions since 2011 and also owns Workplace Financial, Inc., which is involved in the sale of life insurance and fixed annuities. Additionally, he is a partner in James and Redditt, Inc., a property and casualty insurance business. Advanced Retirement Solutions provides investment supervisory services and financial planning to individual investors, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm primarily offers discretionary portfolio management using a mix of fundamental, technical, and cyclical analysis with a quarterly rebalancing approach.
Luke C
Series 63, Series 66
Little Rock, AR
Brown Capital Management, LLC
Luke Coop is a financial advisor at Brown Capital Management, LLC with 17 years of industry experience. His prior roles include positions at Fidelity Investments, Sowell Management Services, AmeriSave Mortgage, and Stephens Inc. Brown Capital Management serves individuals, high-net-worth clients, foundations, and pension and profit-sharing plans with portfolio management and hourly financial planning. The firm uses a variety of investment strategies and provides services that include investment oversight, retirement planning, tax considerations, and life insurance advisory.
Braden B
Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Lighthouse Financial and University of Arkansas, as well as experience in education at Russellville High School and Russellville Jr High School. Garland & Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored portfolio management, diversification, and due diligence on Independent Managers, operating with approximately $77 million in assets and offering services without a minimum account balance.
Johnny B
CFP®, Series 63, Series 65
Little Rock, AR
Brown Capital Management, LLC
Johnny Brown is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Brown Capital Management, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Brown Capital Management serves individuals, high-net-worth individuals, foundations, and pension and profit-sharing plans by providing ongoing portfolio management and hourly financial planning. The firm manages approximately $216 million in client assets and employs a discretionary investment approach that includes fundamental, technical, and cyclical analysis alongside various trading strategies.
Joshua P
Series 63, Series 65
Little Rock, AR
Millennium Capital Advisors, LLC
Joshua Price is a financial advisor at Millennium Capital Advisors, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Millennium in 2026, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2023 to 2026 and has held positions in various other organizations including Arvest Bank and the Arkansas Athletic Department. Millennium Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, advisory consulting, and pension consulting services to individuals, trusts, and employee benefit plans. The firm manages approximately $232 million in client assets and uses a mix of fundamental and technical analysis alongside long- and short-term strategies, recently incorporating crypto ETFs and private placements into its investment offerings.
Jennifer S
Maumelle, AR
Legacy Consulting Group
Jennifer Schmitt is a financial advisor with Legacy Consulting Group, based in Maumelle, Arkansas, with four years of industry experience. She has worked at Legacy Consulting Group since 2022 and was previously with The Mather Group, LLC. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of quantitative research, qualitative due diligence, and a multi-level capital allocation framework to build portfolios tailored to client objectives.
Thomas M
Series 63, Series 65
Little Rock, AR
Round Table Financial
Thomas Mccain is a financial advisor at Round Table Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Millennium Capital Advisors LLC. Since 2020, he has been associated with Round Table Services, LLC. Round Table Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, banks, corporations, and charitable organizations. The firm employs a mix of fundamental, technical, cyclical, and relative strength analysis and offers discretionary portfolio management, financial planning, and third-party sub-adviser selection across approximately $42.6 million in assets under management.
Richard S
Series 63, Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Portfolio Medics, LLC and Retirement Wealth Advisors. He is also the owner and president of Financial Dynamics, an independent business focused on annuity and life insurance sales and investment advisory services. Garland and Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ objectives, conducts due diligence on Independent Managers, and offers a combination of standalone planning and asset management without a minimum account balance.
John K
CFP®
Little Rock, AR
Financial Legacy Management, NC.
John Kelley is a CFP® with 25 years of industry experience. He has been with Financial Legacy Management, Inc. since 2005 and previously worked at The Arkansas Financial Group, Inc. from 2000 to 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite structure with passive and active investments, and integrates planning with portfolio management through tailored objectives and regular account reviews.
Justin D
Series 63, Series 65
Little Rock, AR
Millennium Capital Advisors, LLC
Justin Deckard is an investment adviser representative and president of Millennium Capital Advisors, LLC, with 29 years of industry experience. He has worked at Millennium Capital Advisors and its affiliated entities since 2001, and also maintains a role at St. Bernard Financial Services. His professional activities include a minor involvement in insurance and annuity services. Millennium Capital Advisors serves individual and high net worth clients, as well as trusts, estates, and retirement plans, providing discretionary portfolio management and advisory consulting. The firm employs strategic asset allocation and uses SEI asset-allocation models alongside in-house analysis, offering a range of investment options and acting as a fiduciary for retirement rollovers.
Loren I
CFP®, Series 66
Little Rock, AR
Ipsen Advisor Group
Loren Ipsen is a CFP® with 25 years of industry experience, currently serving at Ipsen Advisor Group since 2022. His prior experience includes 15 years at Ameriprise Financial Services and other roles at Purshe Kaplan Sterling Investments and SOWELL MANAGEMENT. Outside of advisory work, he is president and owner of Ipsen Partners, LLC, a business support services firm. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, and institutional sponsors. The firm employs fundamental analysis to construct tailored portfolios using equities, bonds, mutual funds, ETFs, and alternative investments.
Alvin R
CFP®, Series 66
Little Rock, AR
Financial Legacy Management, NC.
Alvin Rogers II is a CFP® professional with 23 years of industry experience. He has been with Financial Legacy Management, Inc. since 2006 and worked previously at Financial Decisions, Inc. from 2002 to 2005. Financial Legacy Management, Inc. offers personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite structure with passive and active investments, integrating planning and portfolio management through net worth statements and tailored objectives.
James G
Series 65, Series 66
Little Rock, AR
Brown Capital Management, LLC
James George is a financial advisor at Brown Capital Management, LLC in Little Rock, AR, holding Series 65 and Series 66 licenses with seven years of industry experience. He has worked at Brown Capital Management since 2019 and also provides life insurance consulting through JDJ Advisors, assisting clients in central Arkansas with term, fixed, and indexed insurance products. Brown Capital Management serves individuals, high-net-worth clients, foundations, and pension plans with portfolio management and hourly financial planning, incorporating diverse investment strategies and including insurance products as part of its advisory services.
Justin G
Series 63, Series 65
Little Rock, AR
Asset Protection Wealth Management LLC
Justin Garrison Jr. is the sole advisor at Asset Protection Wealth Management LLC in Little Rock, AR, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own firms since 2005. In addition to his advisory work, he is president of Asset Protection Group, LLC, where he provides insurance services. Asset Protection Wealth Management LLC offers personalized financial planning and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers for investment implementation and charges fixed or hourly fees for planning, without directly managing client assets.
Janice C
Series 63, Series 65
Little Rock, AR
Corkern & Co., Inc.
Janice Corkern is a financial advisor at Corkern & Co., Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses with three years of industry experience. She is associated with Barry M. Corkern & Company, which has been operating since 1987. Corkern & Co. provides private, multi-generational wealth management to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process with customized asset allocations and operates primarily on a non-discretionary basis.
Lawson C
Series 63, Series 65
Little Rock, AR
Corkern & Co., Inc.
Lawson Corkern is a financial advisor at Corkern & Co., Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities. Corkern & Co., Inc. provides comprehensive wealth management services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a Modern Portfolio Theory-based investment approach, managing assets primarily on a non-discretionary basis and integrating portfolio management with broader planning areas such as tax, estate, and charitable planning.
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Finding advisors...
476 advisors near
72135
within the area shown on the map
Out of 400,000+ nationwide