Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Worsham Jackson is an investment advisor representative who has been in the financial services industry since 1992. Nancy is currently registered with LPL Financial LLC and has previous experience with Raymond James & Associates, Inc., Simmons First Investment Group, Inc., and Morgan Keegan & Company, Inc. Nancy has a wide range of experience and specializes in a variety of financial products and services including: investments, financial planning, and consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
03/15/2021 - Present
LPL Financial LLC (CONWAY AR)
AR
03/20/2019 - 02/02/2021
LPL FINANCIAL LLC (CONWAY AR)
AR
05/02/2016 - 03/25/2019
SIMMONS FIRST INVESTMENT GROUP, INC. (Conway AR)
AR
02/13/2013 - 05/10/2016
RAYMOND JAMES & ASSOCIATES, INC. (CONWAY AR)
AR
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CONWAY AR)
AL
02/15/2001 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AL
09/25/1998 - 02/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AR
05/22/1996 - 10/06/1998
FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)
MO
03/06/1996 - 05/20/1996
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
AR
12/09/1992 - 03/07/1996
SECURITY INVESTMENTS OF CONWAY INC. (LITTLE ROCK AR)
AR
03/19/1992 - 12/14/1992
WORTHEN INVESTMENTS, INC. (LITTLE ROCK AR)
IA
Issued 02/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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