Seasoned financial advisors in Forrest City, AR
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a seasoned financial advisor when facing complex decisions that benefit from decades of experience, such as planning for retirement income or managing diverse investments. Without deep experience, advisors may overlook subtle risks or opportunities that come with long-term financial planning.
- Long-term perspective. Experienced advisors anticipate how your financial needs evolve over decades, not just months.
- Social Security insight. In Arkansas, Social Security income isn't taxed by the state; ask how they factor this into your retirement plan.
- Complex scenario handling. Confirm they’ve navigated situations like multiple income streams or legacy planning.
- Firm resources. Seasoned advisors often leverage extensive firm support; ask how this benefits your strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwin B
Series 63, Series 65
Forrest City, AR
OSAIC
Edwin Billingsley brings 27 years of experience and specializes in annuities, making him well-equipped to handle complex retirement income planning in Forrest City, AR. Working with OSAIC, a large firm offering flat-fee structures and advanced portfolio management tools, he serves diverse clients including business owners and retirees, providing access to multiple custodial platforms and third-party managers.
Experience: 27 years
Avg account: $398,336
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James R
Series 66
Memphis, TN
B. Riley Wealth Advisors, Inc.
James Rorie Jr. brings 22 years of experience in wealth management and retirement income strategy, making him well-equipped to handle complex financial decisions for clients near Forrest City, AR. Based in Memphis, TN, he offers flat-fee and hourly financial planning through B. Riley Wealth Advisors, a firm managing over $7 billion and serving diverse client types including high-net-worth individuals and corporations.
Experience: 22 years
Avg account: $398,069
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Eric B
Series 63, Series 65
Memphis, TN
LPL Financial
Eric Baertels brings 30 years of experience in wealth management and retirement plans, making him well-equipped to handle complex financial decisions for seasoned clients near Forrest City, AR. Operating through LPL Financial, a large firm with extensive resources, he offers flat-fee financial planning and serves a diverse clientele including business owners and high-net-worth households, distinguishing him from advisors with narrower focuses or fee structures.
Experience: 30 years
Avg account: $399,489
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Frank G
Series 63
Memphis, TN
Mercury Investment Group
Frank Goodman III brings over two decades of experience managing discretionary portfolios with a focus on tax efficiency and passive index investing, which suits clients seeking seasoned guidance in complex investment scenarios. Based in Memphis, TN, he serves high-net-worth clients through Mercury Investment Group, offering a 1% annual fee and leveraging firm resources like sub-advisory services and model portfolios, distinguishing him from local alternatives.
Experience: 22 years
Avg account: $2,432,624
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Martavius J
Series 63, Series 65, Series 66
Memphis, TN
Cetera
Martavius Jones brings 31 years of experience in wealth management and retirement plans for business owners, making him well-equipped to handle complex financial decisions for those approaching retirement. Operating from a large firm, Cetera, he offers flat-fee planning and consulting, serving high earners and leveraging extensive firm resources, which may provide broader support compared to smaller practices.
Experience: 31 years
Avg account: $306,089
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