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Portfolio Management for Businesses Advisors in Arkansas
2,358 Results
Unclaimed

Hexagon Capital Partners, LLC

location

ROGERS, AR

0 Disclosures

ADVISOR BIO

Joshua Ryan McCaslin is an investment advisor representative at Hexagon Capital Partners, LLC. Joshua has been in the industry since 2008. Joshua is registered with the state of Arkansas. Hexagon Capital Partners, LLC is an investment advisor with offices in Rogers, AR. The firm has regulatory assets under management of $790,362,000. Hexagon Capital Partners, LLC provides financial planning services to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

LITTLE ROCK, AR

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Gomez is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor. Joshua has been in the financial services industry since 2007. He is currently registered with the state of Arkansas. Previously, Joshua has been registered with other firms, including Stephens and Hancock Investment Services, Inc. Joshua has a strong background in financial planning and portfolio management and has a proven track record of success. Joshua holds several licenses including Series 7, Series 10, Series 24, Series 63, Series 65 and Series 57TO. Joshua is committed to providing clients with personalized financial advice that meets their individual needs and goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

NEWPORT, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Brandt is a financial professional with LPL Financial LLC. Joshua has been in the industry since April 2016 and is registered in 9 states: Arkansas, Florida, Georgia, Indiana, Louisiana, Mississippi, Missouri, Oklahoma, and Texas. Joshua holds the Series 63, SIE, and Series 7 licenses. Joshua provides financial planning and consulting services to a range of clients, including individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Crews & Associates, Inc.

location

LITTLE ROCK, AR

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Lowell Phillips is a registered investment advisor representative with Crews & Associates, Inc.. Joshua has been in the industry since 2008. Joshua is licensed in Arkansas. Joshua is a general securities principal, municipal securities principal, and a registered options principal.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Sowell Management

location

NORTH LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Joshua Morales is an investment advisor representative with Sowell Management. Joshua is licensed in Kansas and Missouri. Joshua has over 7 years of experience in the financial services industry. Previously, Joshua was an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua also has experience as a financial advisor at Bank of America, N.A. and The Retirement Planning Group. Joshua is a Series 66, Series 7 and SIE licensed professional.

SPECIALIZATIONS

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

ST. Bernard Financial Services, Inc.

location

RUSSELLVILLE, AR

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Turner is a registered investment advisor representative with St. Bernard Financial Services, Inc. Joshua is a Series 7 and Series 63 licensed professional with experience in the financial services industry since 2003. Joshua has a history of working at ARVEST ASSET MANAGEMENT and previously held positions at UPS and Assembled Products. Joshua is also registered as an investment advisor representative in Arkansas, Georgia, and Missouri.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

ALMA, AR

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Baird is a financial advisor with Valic Financial Advisors, Inc. Joshua has been in the financial services industry since January 24, 2013. Joshua is registered to provide investment advice in Arkansas, Indiana, Missouri, Ohio, Oklahoma and Texas. In addition to providing investment advice, Joshua also assists clients with their insurance needs as an agent for AGIA.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

Bentonville, AR

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Price is a financial advisor with J.p. Morgan Securities LLC, based in Bentonville, AR. Joshua has been in the financial services industry since 2022, and holds licenses for Series 63, 6TO, 7TO, and SIE exams. Joshua’s previous experience was with Arvest Wealth Management in Rogers, AR. Joshua specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

HOPE, AR

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Caleb Jones is a financial advisor registered with Edward Jones. Joshua is licensed to provide investment advice and financial planning services in Arkansas and Texas. Joshua has been in the financial industry since 2015.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LITTLE ROCK, AR

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Monson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered to provide investment advice in Arkansas and Texas. Joshua has been in the industry since 2014 and holds a number of licenses, including Series 66, Series 10, Series 9, Series 7, and SIE. Joshua has previous experience with MORGAN STANLEY and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua offers a range of investment advisory services to a variety of clients including high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension plans.

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

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