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10 advisors near
72940
within the area shown on the map
Out of 400,000+ nationwide
William E
Series 63, Series 65
Fort Smith, AR
Vertis Wealth, LLC
William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.
Elton R
Series 63, Series 66
Greenwood, AR
Momentum Independent Network Inc.
Elton Rambin is a financial advisor at Momentum Independent Network Inc. with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with SWS Financial Services since 2008. Outside of his advisory work, Rambin is involved as a sales associate in a safari and fishing trip business and serves as a consultant on tribal activities for the Winnabago Tribe, in addition to occasionally hosting a radio show on outdoor sports. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.
A B
Series 63, Series 66
Greenwood, AR
Huntleigh Advisors, Inc.
A Brown Jr. is a financial advisor with Huntleigh Advisors, Inc. in Greenwood, AR, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 22 years and has been associated with Datatex Investment Services, Inc. and KW Chambers & Co. since 2019. Outside of his advisory role, Brown serves as a volunteer fire captain for the City of Greenwood, a city councilman, and a board member of the Western Arkansas Community Foundation. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement-plan services, and sub-advisory arrangements, employing both model portfolios and customized strategies, including a specialized MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a blend of fundamental and technical analysis.
Jacob G
CFP®, Series 65
Greenwood, AR
Core Planning
Jacob George is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Core Planning and previously worked at Cooper Eagle, LLC and J.B. Hunt Transport. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.
Stephen M
Series 63, Series 66
Fort Smith, AR
Edward Jones
Stephen Mc Adams is a financial advisor at Edward Jones in Fort Smith, AR, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.
Jeremiah R
Series 66
Fort Smith, AR
LPL Financial
Jeremiah Rogers is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has prior work experience with the Department of Energy and the Arkansas National Guard MWR. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports investment strategies through both discretionary and non-discretionary approaches.
Billy S
Series 66
Huntington, AR
Edward Jones
Billy Strunk is a financial advisor with Edward Jones in Huntington, Arkansas, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Ansys for four years and Arvest Bank for eight years. 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 nationwide network of financial advisors and branch offices.
Jason G
Series 66
Greenwood, AR
Ameriprise
Jason Green is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He worked at Edward Jones for 10 years before joining Ameriprise Financial Services in 2019 and continuing with Ameriprise since 2020. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Amber F
Series 66
Fort Smith, AR
Edward Jones
Amber Fonseca is a Series 66-licensed financial advisor with Edward Jones in Fort Smith, Arkansas, where she has worked since 2018. She has seven years of industry experience and previously worked at ArcBest from 2011 to 2018. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott P
Series 63, Series 65
Greenwood, AR
Edward Jones
Scott Phillips is a financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Edward Jones in 2023. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a check signer for a medical clinic owned by his wife. 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. The firm offers a range of investment strategies and advisory services supported by a nationwide network of thousands of financial advisors and branch offices.
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Finding advisors...
10 advisors near
72940
within the area shown on the map
Out of 400,000+ nationwide