Invested Better
Selection of Other Advisors Advisors in Arkansas
1,898 Results
Unclaimed

Cornerstone Wealth Management, LLC

location

Springdale, AR

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kassidy Joyner is a registered representative and investment advisor representative with Cornerstone Wealth Management, LLC. Kassidy has been in the financial services industry since 2021. Kassidy is licensed to sell securities in Arkansas. Kassidy is also registered with the state of Arkansas as an Investment Advisor Representative. Cornerstone Wealth Management, LLC is an independent investment advisor firm that provides investment advisory services to individuals, families, businesses, and charitable organizations. The firm is separate from and independent of LPL Financial. The firm provides a variety of investment advisory services, including financial planning, portfolio management, and retirement planning. Kassidy is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING
Unclaimed
location

MONTICELLO, AR

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Katelyn Martin is a financial advisor who has been in the industry since 2022. Katelyn is a registered representative with Edward Jones, a firm that offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Katelyn holds Series 7TO and Series 66 securities licenses and specializes in helping individuals and families reach their financial goals. Katelyn is also a director for the Arkansas Development and Finance Authority.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

ST. Bernard Financial Services, Inc.

location

RUSSELLVILLE, AR

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Katherine Apara Kohls is a licensed securities professional with over 30 years of experience in the financial services industry. Katherine has held various roles at several firms, including ARQUE CAPITAL, LTD., EMPIRE SECURITIES CORPORATION, and H.D. VEST INVESTMENT SECURITIES, INC. Katherine currently works at St. Bernard Financial Services, Inc. as a Registered Representative. Katherine specializes in portfolio management for individuals and businesses, offering customized financial solutions to meet their specific needs. Katherine is also a strong advocate for financial education, conducting seminars to help individuals understand and navigate the complexities of financial planning. Katherine is committed to providing personalized service, expert guidance, and a comprehensive approach to financial management.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

BOK Financial Securities, Inc.

location

Little Rock, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Dudley is a financial advisor with Bok Financial Securities, Inc. located in Little Rock, AR. Katherine has been in the financial industry since 2015. She is a licensed securities agent with Series 7 and Series 63 licenses. Katherine has experience in providing financial planning services, portfolio management for individuals and businesses, and education seminars. She is registered with the Financial Industry Regulatory Authority (FINRA) and the State of Arkansas.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROGERS, AR

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Ellis is a financial advisor who has been in the industry for over 15 years. Katherine is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and provides financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Katherine is committed to providing her clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

LITTLE ROCK, AR

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Katheryn Althoff Huff is a financial advisor with Stephens. Katheryn has been in the industry since October 1997. Katheryn is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 63 licenses. Katheryn also holds the SIE exam. Katheryn specializes in providing financial advice to individuals, families, and businesses. Katheryn has a deep understanding of the financial markets and can help clients develop and implement financial plans that meet their individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Arvest Wealth Management

location

BENTONVILLE, AR

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kathleen Verkamp is a financial advisor with Arvest Wealth Management. Kathleen has been in the financial industry for over 25 years and has a diverse range of experience. Kathleen has worked at Lehman Brothers Inc. and currently works at Arvest Bank and Arvest Wealth Management. Kathleen is a registered representative and investment advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Arvest Wealth Management

location

Rogers, AR

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Kathlyn Peek is a financial advisor at Arvest Wealth Management, where she has been registered since 2003. Kathlyn has been working in the financial industry since 1997 and has extensive experience in providing financial planning and investment management services. She has a broad range of certifications, including Series 3, 7, and 63 licenses as well as the SIE. She has served clients in Arkansas, Kansas, Missouri, and Oklahoma.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

ST. Bernard Financial Services, Inc.

location

RUSSELLVILLE, AR

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Kathryn Delores Carroll is a registered representative with St. Bernard Financial Services, Inc. Kathryn has been in the industry since November 1989. Kathryn's current employment began in May 2010. Kathryn's previous employers include Investment Professionals, Inc., U.S. Bancorp Investments, Inc., and NationsSecurities. Kathryn is registered with the state of Arkansas.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ROGERS, AR

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kathy Ann Turner is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Kathy has been in the financial services industry since 1989, offering a wide range of investment advisory services to individuals, businesses, and institutions. Kathy is registered with the Securities and Exchange Commission (SEC) and holds several industry licenses and designations, including Series 7, 8, 63, and 65.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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