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5 advisors near
72616
within the area shown on the map
Out of 400,000+ nationwide
Joe M
Series 63, Series 66
Eureka Springs, AR
CL Wealth Management LLC
Joe Murray is a financial advisor at CL Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise, IFS Securities, and J.W. Cole Advisors. Outside of his advisory work, he operates Eureka Designs, providing resort services such as historical walking tours, weddings, and jewelry sales in Holiday Island, Arkansas. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm utilizes various investment strategies including fundamental and technical analysis, model portfolios, and option strategies, managing accounts on both discretionary and non-discretionary bases.
Allen R
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 registrations and has 35 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing proprietary strategies alongside third-party model providers.
Mavis L
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc. in Berryville, AR, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2016, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has a limited investment-related role as a power of attorney for another individual. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive investment and financial planning services, combining proprietary and third-party model strategies with in-house equity and fixed income management.
John R
Series 66
Blue Eye, MO
Edward Jones
John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.
Joseph M
Series 63, Series 65
Berryville, AR
LPL Financial
Joseph Mcclung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2011 and has a longstanding association with Cornerstone Bank since 1997, where he serves as a senior vice president and board member involved in management, benefits, and training committees. Outside of his advisory work, he owns and operates an automotive car wash business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
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Finding advisors...
5 advisors near
72616
within the area shown on the map
Out of 400,000+ nationwide