Top financial advisors in North Little Rock, 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 be considering your financial future in North Little Rock, AR, especially if you're approaching retirement or managing significant assets. A common mistake is overlooking how state-specific factors, like Social Security income being exempt from state income tax, can impact your overall plan.
- Local tax knowledge. Confirm how advisors incorporate Arkansas's tax rules, especially the exemption of Social Security income, into your retirement strategy.
- Retirement income sequencing. Ask how they plan withdrawals to optimize tax efficiency and sustain your income over time.
- Experience with diverse portfolios. Look for advisors who understand how to balance growth and income tailored to your retirement goals.
- Coordination with other professionals. Ensure they work well with your tax preparer or estate planner to align all aspects of your financial life.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William W
Series 63, Series 65
North Little Rock, AR
Ameriprise
William Wilson specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in North Little Rock, AR. With 25 years of experience and affiliation with Ameriprise, a large firm offering tax-efficient withdrawal strategies and comprehensive retirement planning, he provides detailed written recommendations and collaborates with a centralized consulting team to tailor advice for significant investable assets.
Experience: 26 years
Avg account: $471,167
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John S
CFP®, Series 66
North Little Rock, AR
LPL Financial
John Strange's 12 years of experience and CFP® certification equip him to address retirement planning and wealth management needs in North Little Rock, AR, including tax-loss harvesting and college savings strategies. Working with LPL Financial, a large firm offering flat-fee financial planning and a broad range of investment solutions, he supports diverse clients from individuals to high-net-worth households, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 12 years
Avg account: $399,489
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Jason J
CFP®, ChFC®, Series 66
N Little Rock, AR
First Command Advisory Services
Jason Jenkins offers expertise in retirement planning with eight years of experience and certifications including CFP® and ChFC®, based in North Little Rock, AR. His firm, First Command Advisory Services, supports diverse clients with a multi-service platform and emphasizes face-to-face coaching, providing a structured approach that complements his active portfolio management and tax-loss harvesting strategies.
Experience: 9 years
Avg account: $214,697
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Daisy G
Series 66
Little Rock, AR
Merrill
Daisy Gomez's experience with tax-loss harvesting and active portfolio management suits retirees in North Little Rock aiming to optimize tax efficiency, especially considering Arkansas's Social Security income exemption. Affiliated with Merrill, a large firm offering managed accounts and discretionary portfolio management, she serves mid-career professionals and high earners, providing access to extensive capital markets resources and integrated financial services.
Experience: 7 years
Avg account: $860,085
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Joel R
CFP®, ChFC®, Series 63, Series 65
North Little Rock, AR
Edward Jones
Joel Rice Jr. offers retirement income strategies and estate planning guidance in North Little Rock, AR, leveraging 36 years of experience and CFP® and ChFC® credentials. Affiliated with Edward Jones, a large full-service firm, he provides access to diverse investment programs and supports business owners, differentiating him with extensive local expertise and a comprehensive approach to wealth management.
Experience: 37 years
Avg account: $246,728
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