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20 advisors near
72143
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Out of 400,000+ nationwide
Ellis S
CFA®, Series 63
Searcy, AR
APEX Wealth Management
Ellis Sloan is a CFA® charterholder with 29 years of industry experience, currently serving as the sole advisor at APEX Wealth Management. His career includes roles at Kernodle & Katon Tax and Asset Management Group and a long tenure as an assistant professor at Harding University. Sloan holds ownership interests in several non-investment related businesses, including land development and commercial property management. APEX Wealth Management provides tailored wealth management, financial consulting, and retirement plan services to individuals, high-net-worth clients, charitable organizations, and government entities. The firm employs a Modern Portfolio Theory-based investment approach, managing approximately $52 million across diverse client relationships with both discretionary and non-discretionary service models.
Kathryn C
Series 63, Series 66
Beebe, AR
St. Bernard Financial Services, Inc.
Kathryn Carroll is a financial advisor at St. Bernard Financial Services, Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with St. Bernard Financial Services since 2010. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, with an emphasis on low-cost, no-load funds and collaborative client relationships.
Amanda W
Series 65
Searcy, AR
Farther
Amanda Wihebrink is a financial advisor at Farther with a Series 65 credential and one year of industry experience. She previously worked at Goldman Sachs PFM/United Capital for four years and at Whitlow Engineering Services for seven years. Amanda is a silent partner in Paragon Drafting Services LLC, a consulting and drafting business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.
John P
Series 63, Series 66
Searcy, AR
Thrivent Investment Management
John Pinkley is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent and its predecessor entities since 2005. Outside of his advisory role, Pinkley receives residual income from a non-producing insurance agent position with AFLAC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these planning services separately from managed accounts, allowing clients to combine both under a consolidated billing option called “WealthPlan.”
Debra E
Series 66
Searcy, AR
Edward Jones
Debra Elgen is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones continuously since 2012. 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 through a national network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Melanie W
Series 66
Searcy, AR
Edward Jones
Melanie Whitehurst is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at VTN for five years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Barry B
Series 63, Series 66
Searcy, AR
Edward Jones
Barry Brown is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of Cha-Lex Holdings LLC, a holding company based in Searcy, Arkansas. 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 and advisory services, supported by a large national network of financial advisors and branch offices.
Wesley S
Series 66
Searcy, AR
Edward Jones
Wesley Sowell is a financial advisor at Edward Jones in Searcy, Arkansas, with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Cottingham & Butler since 2017, with prior experience at Burnett Insurance. 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 under management and offers a range of investment strategies and affiliated services supported by a large national network of financial advisors and branch offices.
William H
Series 66
Beebe, AR
Ameriprise
William Handly is a financial advisor with Ameriprise in Beebe, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Handly serves on the Board of Directors for the Beebe Chamber of Commerce and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Daniel W
Series 66
Searcy, AR
Edward Jones
Daniel Whittington is a financial advisor with Edward Jones in Searcy, Arkansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.
Eddie C
Series 66
Beebe, AR
Ameriprise
Eddie Carlton Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at MWA Financial Services, Edward Jones, and Modern Woodmen of America. In addition to his financial career, he has experience in the electrical industry through his work at Carlton-Webb Electric Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Brandon S
Series 63, Series 66
Beebe, AR
Edward Jones
Brandon Stane is a financial advisor with Edward Jones in Beebe, Arkansas, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Stephens Inc. for five years and has a background that includes employment at Northwestern State University and a brief role at Crossroads Liquor. 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, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.
Marcus K
Series 66, Series 63
Searcy, AR
Edward Jones
Marcus Killough is a financial advisor at Edward Jones with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at J.P. Morgan Securities, Wells Fargo Clearing Services, and Equitable Advisors. Marcus has also been involved with KGM LLC and KGM of Searcy, LLC for several years. 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 services through a nationwide network of financial advisors and branch offices.
Cynthia D
CFP®, Series 66
Searcy, AR
Edward Jones
Cynthia Davis is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2010. She has 15 years of industry experience. Outside of her advisory role, she is president of Bermuda Lane Properties LLC, a real estate holdings company in Beebe, AR. 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 programs and investment strategies and maintains a large national network of advisors and branch offices.
Nathan G
CFP®, Series 63, Series 65
Searcy, AR
LPL Financial
Nathan Green is a financial advisor with LPL Financial in Searcy, Arkansas, holding CFP®, Series 63, and Series 65 credentials and bringing 14 years of industry experience. He has worked at Simmons Bank and Simmons First Investment Group, INC. Prior to his current roles, he spent four years with Simmons First Investment Group. Green also serves as an adjunct professor at Harding University, teaching investment-related courses. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.
Robert R
CFP®, Series 63
Searcy, AR
Edward Jones
Robert Ross is a CFP® with over 30 years of experience at Edward Jones, where he has worked since 1995. He holds the Series 63 designation and is based in Searcy, Arkansas. Outside of his advisory role, Ross manages oil and gas mineral royalty interests through KaryLila LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.
Conner S
Series 66
Searcy, AR
Edward Jones
Conner Sparks is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served nine years in the United States Army. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.
Chase B
Series 66
Searcy, AR
Edward Jones
Chase Brown is a financial advisor with Edward Jones in Searcy, Arkansas. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in education and the energy sector, including positions at the University of Central Arkansas, Gibbs Bottled Gas, and Harding Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with around $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Pamela B
Series 66
Searcy, AR
Edward Jones
Pamela Bennett is a Series 66-licensed financial advisor with Edward Jones in Searcy, Arkansas, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she is involved with a real estate holding company that manages commercial rental properties. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.
Spencer R
Series 66
Searcy, AR
Edward Jones
Spencer Ross is a financial advisor with Edward Jones in Searcy, Arkansas, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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Finding advisors...
20 advisors near
72143
within the area shown on the map
Out of 400,000+ nationwide