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19 advisors near
72601
within the area shown on the map
Out of 400,000+ nationwide
Jeffrey F
Series 66
Harrison, AR
Fountain Financial & Tax
Jeffrey Fountain is the sole advisor at Fountain Financial & Tax in Harrison, Arkansas, with 20 years of industry experience and a Series 66 designation. He has worked at Veritas Independent Partners, LLC since 2014 and has operated Fountain Financial Tax Services since 1994. Outside of advisory work, he devotes significant time to tax preparation, bookkeeping, payroll services, and is licensed to sell life, long-term care, and health insurance in Arkansas. Fountain Financial & Tax provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, integrating tax preparation, legal services, and insurance offerings. The firm employs fundamental analysis and a range of investment strategies—including derivatives and leverage—and emphasizes periodic account reviews and tax-loss harvesting.
David S
Series 63, Series 65
Harrison, AR
Stone Financial
David Stone is the sole advisor at Stone Financial in Harrison, Arkansas, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Stone Financial and related entities since 2005. Outside of his advisory role, he is involved as an owner and president of a real estate business and works as an independent insurance agent. Stone Financial is an independent registered investment adviser serving individual and business clients with portfolio management, financial planning, and advisory consulting. The firm customizes portfolios according to client goals and risk tolerance, utilizes proprietary model portfolios primarily focused on mutual funds and ETFs, and is affiliated with an accounting and tax firm under common ownership.
Maurice T
Series 66
Harrison, AR
Deep Roots Capital
Maurice Taylor is a financial advisor at Deep Roots Capital with 17 years of industry experience. He holds a Series 66 designation and has been with Deep Roots Capital since 2016. Deep Roots Capital provides investment advice and asset management to individuals, high-net-worth clients, pension funds, endowments, and businesses, offering discretionary portfolio management through model portfolios, ongoing monitoring, and financial consulting. The firm’s investment approach combines fundamental analysis with factor-tilted indexing, low-turnover value strategies, and a macro balanced strategy that adjusts by economic regime.
Logan S
Series 66
Harrison, AR
Three Sixty
Logan Spaw is a financial advisor at Three Sixty with 12 years of industry experience and holds a Series 66 designation. His prior work history includes roles at Stone Financial and Wealth Advisors, Reframe Wealth, Pensionmark Financial Group, WealthPath Investment Advisors, and CWM, LLC. Outside of his advisory role, he is involved in a parking lot maintenance business in Harrison, Arkansas. Three Sixty provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines discretionary investment management, financial planning, and custom business consulting with a focus on long-term, fundamental analysis-based portfolio construction and advanced planning services.
Christopher M
Series 63, Series 66
Harrison, AR
Benjamin F. Edwards & Company, Inc.
Christopher Mcnew is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 registrations and possessing 29 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves on the Board of Trustees at North Arkansas College and owns Vine of Harrison, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management, utilizing a variety of mutual fund, ETF, and separately managed account strategies monitored by an Investment Strategy Committee.
Charles R
Series 63, Series 66
Harrison, AR
Benjamin F. Edwards & Company, Inc.
Charles Raney is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves as a custodian for his grandchild in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing a variety of managed strategies and maintaining operational capabilities such as an internal trading desk and multiple custodial arrangements.
Michelle S
Series 63, Series 65
Harrison, AR
Ameriprise
Michelle Swafford is a financial advisor with Ameriprise in Harrison, AR, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2019, she worked at LHC Elite Home Health and North Arkansas Regional Medical Center. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.
Dakota P
Series 65, Series 63
Harrison, AR
Ameriprise
Dakota Prewitt is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses. Dakota joined Ameriprise in 2024 and has prior experience working at Clear Creek Golf Cars for five years. 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, focusing on dependable income sources and tax-aware withdrawal strategies.
John M
Series 63, Series 65
Harrison, AR
Edward Jones
John Marseilles is a financial advisor with Edward Jones in Harrison, Arkansas, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he performs basic landlord duties for a residential rental property. 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 and offers a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of over 23,000 advisors.
Michael B
Series 66
Harrison, AR
LPL Financial
Michael Bardwell is a Series 66-licensed financial advisor with LPL Financial, based in Harrison, Arkansas, with nine years of industry experience. He previously worked at Benjamin F. Edwards & Co. for eight years and had a fifteen-year career at Verizon Wireless before entering financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.
Beau B
Series 66
Harrison, AR
Edward Jones
Beau Bennett is a Series 66-licensed financial advisor with Edward Jones in Harrison, Arkansas, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Glen B
Series 63, Series 65
Harrison, AR
Raymond James Financial
Glen Battisto is a financial advisor with Raymond James Financial in Harrison, AR, holding Series 63 and Series 65 registrations and having 39 years of industry experience. He has been with Raymond James since 2006 and owns Battisto Wealth Management, an LLC focused on investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.
Layne R
CFP®, Series 66
Harrison, AR
LPL Financial
Layne Ragsdale is a CFP® professional affiliated with LPL Financial, where he has worked since 2005, accumulating over 20 years of industry experience. He holds the Series 66 designation and operates out of Harrison, Arkansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.
Wilson M
Series 66
Harrison, AR
Edward Jones
Wilson Marseilles is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior experience with the Harrison Regional Chamber of Commerce and Conway Country Club. He serves on the board of Harrison Country Club, participating in monthly meetings to review the organization’s financial position and provide guidance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.
Christopher C
Series 66
Harrison, AR
Edward Jones
Christopher Carico Sr. is a financial advisor with Edward Jones, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for Faith Assembly of God. 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, and maintains a large network of financial advisors and branch offices nationwide.
Steven D
CFP®, ChFC®, Series 63, Series 66
Harrison, AR
Edward Jones
Steven Dardas is a financial advisor with Edward Jones in Harrison, Arkansas. He holds the CFP® and ChFC® designations and has 35 years of industry experience, having been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he owns and manages an office property through No Plan B for Me, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and securities-based lending, supported by a national network of more than 23,700 advisors.
Bryce B
Series 66
Harrison, AR
LPL Financial
Bryce Bonds is a financial advisor with LPL Financial in Harrison, Arkansas. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Ameriprise for two years and held positions at the University of Arkansas and North Arkansas College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and advisor support tools.
Chad B
Series 66
Harrison, AR
Raymond James Financial
Chad Bundy is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 15 years of industry experience. He has worked with Raymond James since 2010 and previously with Signature Bank of Arkansas. Outside of his advisory role, he is involved with Battisto Wealth Management in a support capacity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers personalized non-discretionary planning and supports municipal and public-finance work through unique institutional affiliations.
Christopher M
Series 66
Harrison, AR
Edward Jones
Christopher Middleton is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Anstaff Bank for ten years. Middleton holds the Series 66 designation. 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 wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.
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Finding advisors...
19 advisors near
72601
within the area shown on the map
Out of 400,000+ nationwide