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

Independent Advisor Alliance, LLC

location

Bryant, AR

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brian Helms is a registered investment advisor representative with Independent Advisor Alliance, LLC. Brian has been in the financial services industry since 2023 and has a Series 63, Series 65, Series 7TO and SIE license. Brian is licensed in Arkansas. Brian specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. Brian is also a registered representative with LPL Financial.

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
location

LITTLE ROCK, AR

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Brian Ashley Bush has been a financial advisor for over 30 years. Brian currently works at Stephens. Brian is licensed in a variety of states, including Arkansas and Texas. Brian is also a registered Investment Advisor in Arkansas and Texas. Brian has a strong track record of success in helping clients achieve their financial goals.

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

Ameriprise Financial Services, LLC

location

LITTLE ROCK, AR

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brian Gould is a financial advisor with Ameriprise Financial Services, LLC. Brian has been working in the financial industry since July 25, 2011. Brian is registered with the state of Arkansas and holds Series 7, 66 and SIE licenses. Brian offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and asset allocation services.

SPECIALIZATIONS

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

FT SMITH, AR

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Brian Russell Chase is an Investment Advisor Representative with Edward Jones. Brian is a registered representative with Edward Jones since February 2001, and is licensed to advise in Arkansas, Arizona, California, Florida, Georgia, Kansas, Mississippi, Missouri, North Dakota, Ohio, Oklahoma, South Carolina, Texas, Virginia, and Wyoming. Brian has passed the Series 63, Series 66, Series 7, and SIE exams.

SPECIALIZATIONS

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

Gallagher Fiduciary Advisors, LLC

location

Little Rock, AR

0 Disclosures

ADVISOR BIO

Brian Davidson is an investment advisor representative at Gallagher Fiduciary Advisors, LLC. Brian has been in the financial services industry since 2000. Brian holds the Series 66 and Series 7 securities licenses. Brian specializes in providing investment advice and financial planning services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SEE SCHEDULE D MISC. FOR EXPLANATION
Unclaimed

Raymond James & Associates, Inc.

location

LITTLE ROCK, AR

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Brian Cross is a financial advisor with Raymond James & Associates, Inc.. Brian has been in the industry since July 2012 and has a broad range of experience serving clients across a variety of industries, including individuals, businesses, institutions, and high-net-worth clients. Brian holds Series 7, Series 63, and Series 65 licenses and the SIE designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Pruco Securities, LLC

location

Fayetteville, AR

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brian Wayne Beerman is a financial professional with Pruco Securities, LLC and has been in the industry since May 8, 2019. Brian has passed the Series 63, Series 6TO and SIE exams. Brian is registered in Arkansas. Brian is currently located at the Pruco Securities, LLC branch office in Fayetteville, AR.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

FORT SMITH, AR

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Brian David Schneider is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the financial services industry since January 29, 2013. Brian is registered with the state of Arkansas and Oklahoma. Brian has a Series 7, Series 24 and Series 66 license. Brian also holds the designation of Certified Financial Planner. Brian specializes in portfolio management for individuals and businesses. Brian is a volunteer board member for Mercy Foundation.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

PRAIRIE GROVE, AR

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brian Denman is a financial advisor who has been in the industry since 2018. He is currently registered with Edward Jones and is licensed to provide investment advice in Arkansas and Texas. He holds the Series 7TO and SIE licenses and the Series 66 Uniform Combined State Law Examination. Brian is a Certified Financial Planner and offers financial planning, pension consulting, and selection of other advisors. He also manages portfolios for individuals and businesses.

SPECIALIZATIONS

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

Crews & Associates, Inc.

location

LITTLE ROCK, AR

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brian Harrison is a registered representative with Crews & Associates, Inc. based in Little Rock, AR. Brian has been in the industry since May 2018 and has been registered with Crews & Associates, Inc. since April 2018. Brian holds licenses for Series 66, SIE, and Series 7. Brian specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals

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