Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Louis Criswell is a financial advisor with Garland and Greenwood Wealth Advisors LLC. William Louis Criswell has been in the industry since 2001 and has a wealth of experience in providing financial advice to individuals and families. William Louis Criswell is also a registered representative with LPL Financial LLC. William Louis Criswell has worked for several other firms over the years, including NEXT FINANCIAL GROUP, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and EDWARD JONES. He is also a licensed insurance agent and has worked with Universal Financial Consultants. William Louis Criswell is a licensed insurance agent and is registered to sell securities in Alabama, Arkansas, Florida, Georgia, Indiana, Kentucky, Mississippi, Oklahoma, South Carolina, Tennessee, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
02/22/2023 - Present
Garland AND Greenwood Wealth Advisors LLC (Bentonville AR)
AR
01/12/2007 - 12/01/2015
NEXT FINANCIAL GROUP, INC. (LITTLE ROCK AR)
AR
04/11/2003 - 12/14/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LITTLE ROCK AR)
MO
08/21/2001 - 04/14/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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