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Dustin Heath Stanley

NEW Wave Wealth Advisors

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About Dustin Heath Stanley

Dustin Stanley is a financial advisor with NEW Wave Wealth Advisors. Dustin has been in the industry for 15 years, and holds Series 6, 7, 63, 66 and SIE licenses. Dustin's professional experience includes previous roles at PURSHE KAPLAN STERLING INVESTMENTS, ARVEST WEALTH MANAGEMENT, and BANC OF AMERICA INVESTMENT SERVICES, INC. Dustin is registered to provide investment advice in Arkansas, Louisiana, Texas and Wyoming. Dustin is a financial planner and manages portfolios for individuals, businesses and pension plans.

Firm Information

Dustin Stanley is currently registered with NEW Wave Wealth Advisors. NEW Wave Wealth Advisors is an investment advisor registered with the SEC and located in SPRINGDALE, AR. They primarily advise individuals, corporations, and pension plans and have approximately $315 million in regulatory assets under management. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
NEW Wave Wealth Advisors

4403 S THOMPSON ST, STE 1

SPRINGDALE, AR 72764

$315.01M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dustin Stanley’s Registration & Firm History

AR

11/08/2023 - Present

NEW Wave Wealth Advisors (Springdale AR)

AR

06/08/2022 - 09/27/2023

PURSHE KAPLAN STERLING INVESTMENTS (Springdale AR)

AR

09/15/2009 - 04/24/2019

ARVEST WEALTH MANAGEMENT (HUNTSVILLE AR)

AR

09/29/2007 - 09/08/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ROGERS AR)

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Licenses & Designations

BOTH

Issued 04/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/27/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dustin Heath Stanley.
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