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769 advisors near
72210
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Out of 400,000+ nationwide
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.
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.
Adam R
Series 65, Series 63
Little Rock, AR
Rainbrook Capital LLC
Adam Raines is a financial advisor at Rainbrook Capital LLC in Little Rock, Arkansas, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has spent 18 years at Stephens Inc. Rainbrook Capital provides discretionary investment management, holistic financial planning, and qualified retirement plan consulting to individuals, high-net-worth households, families, and plan sponsors. The firm employs diversified asset allocation and a combination of fundamental, technical, bottom-up, and top-down analysis, following Modern Portfolio Theory principles, and offers specialized retirement and pension plan consulting, including fiduciary services under ERISA.
Will H
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
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.
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.
Roy S
CFP®, Series 63, Series 66
Little Rock, AR
Crosscurrent Wealthmanagement, LLC
Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.
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.
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.
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.
Matthew W
Series 63, Series 65
Little Rock, AR
White McGowan
Matthew White is a financial advisor with White McGowan in Little Rock, Arkansas, holding Series 63 and Series 65 designations and 16 years of industry experience. Prior to founding White McGowan in 2018, he worked at MML Investors Services and MassMutual Life Insurance Company from 2015 to 2018. Outside of his advisory role, White supervises business operations for OMS Consulting, an oral surgery management services firm. White McGowan serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial consulting. The firm advises on direct real estate opportunities and various insurance and market-linked products, managing assets primarily on a discretionary basis while incorporating third-party platforms and implementing comprehensive financial planning for clients.
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 65, Series 63
Little Rock, AR
Millennium Capital Advisors, LLC
Joshua Price is a financial advisor at Millennium Capital Advisors, LLC in Little Rock, AR, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Millennium Capital Advisors in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. Millennium Capital Advisors 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 employs a range of investment strategies, including fundamental and technical analysis, as well as long- and short-term approaches.
Jennifer S
CFP®
Maumelle, AR
Legacy Consulting Group
Jennifer Schmitt is a CFP® professional with three years of industry experience, currently serving at Legacy Consulting Group in Maumelle, Arkansas. She has worked at Legacy Consulting Group since 2022. Legacy Consulting Group advises individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial life planning, and special-project consulting. The firm employs a combined quantitative and qualitative investment process and utilizes a range of investment vehicles, including mutual funds, ETFs, and alternative instruments.
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.
Joe K
Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Joe Kersey is a financial advisor at EGP Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Edward Jones, Infinidat, and IBM. In addition to his advisory role, he is an independent licensed insurance agent offering life, health, annuities, and direct mutual fund business. EGP Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, and businesses. The firm employs model portfolios based on modern portfolio theory, focusing on ETFs, mutual funds, stocks, and bonds, with both discretionary and non-discretionary management options.
John K
CFP®
Little Rock, AR
Financial Legacy Management, NC.
John Kelley is a CFP® professional with 24 years of experience in financial advising, currently serving at Financial Legacy Management, Inc. in Little Rock, AR, where he has worked since 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index and exchange-traded funds as core holdings, supplemented by active managers when appropriate, and operates strictly on a fee-only basis without selling financial products or accepting commissions.
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.
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769 advisors near
72210
within the area shown on the map
Out of 400,000+ nationwide