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

Ameriprise Financial Services, LLC

location

Marion, AR

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Roth Wells is a financial advisor at Ameriprise Financial Services, LLC. Kevin has been in the financial industry since 1994 and is registered in multiple states. Kevin specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. Kevin's firm, Ameriprise Financial Services, LLC, is headquartered in Minneapolis, Minnesota and manages over $479 billion in assets.

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

LITTLE ROCK, AR

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Michael Scanlon is a financial professional with over 40 years of experience in the industry. Kevin is currently registered with Stephens, a firm with a strong reputation for financial services. Previously, Kevin has also been registered with LINK INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kevin holds several licenses, including Series 63, 9, 10, 26, 6TO, SIE, 5 and 7. In addition to his comprehensive licenses, Kevin is also a specialist in various areas, including Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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

32 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Wilcox is a financial advisor with Stephens, a firm with offices in Little Rock, AR. Kevin is licensed in Arkansas and California. Kevin has been in the industry since 1993 and has passed the Series 63, Series 24, Series 79TO, SIE, and Series 7 exams. Kevin is a specialist in various investment areas including portfolio management for individuals and businesses, as well as financial planning.

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

MOUNTAIN VIEW, AR

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Johnson is a financial advisor with Edward Jones in Mountain View, Arkansas. Kevin has been in the financial services industry since 1997. Kevin has a Series 7, Series 6, Series 63, and Series 66 license and has been registered with FINRA since 1998. Kevin is a registered representative of Edward Jones and offers financial planning, investment and retirement planning services.

SPECIALIZATIONS

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

LPL Financial LLC

location

ROGERS, AR

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Yingst is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with LPL Financial LLC and Cornerstone Wealth Management, LLC. Kevin has a strong track record of providing financial guidance and investment management services to a diverse clientele, including individuals, families, and businesses. Kevin is committed to understanding his client's unique financial goals and developing personalized strategies to help them achieve their objectives.

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

Raymond James Financial Services Advisors, Inc.

location

ROGERS, AR

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin is a registered representative with 21 years of experience in the financial services industry. Kevin is licensed to provide investment advice in Arkansas, Texas, and other states. Kevin provides a range of financial services, including financial planning, investment management, and retirement planning. Kevin has been with Raymond James since 2013. Kevin is dedicated to helping his clients achieve their financial goals. Kevin also has a strong commitment to the community and is involved in a number of charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

LITTLE ROCK, AR

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Kim Lee Smith is a financial professional with over 30 years of experience in the industry. Kim is currently registered with Stephens, Inc., where Kim has been employed since 1991. Kim has a broad range of experience and holds both Series 63 and Series 7 licenses. Kim has also passed the SIE Exam. Kim is registered in Arkansas, California, Florida, Massachusetts, New York, North Carolina, South Carolina, Tennessee, Texas and Virginia. Kim has a strong background in investment management, financial planning, and portfolio management. Kim is committed to providing clients with personalized financial advice and guidance to help them reach 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
location

HEBER SPRINGS, AR

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kimberley Ann Owen is a financial advisor with Edward Jones and has been working in the financial services industry since February 8, 2018. Kimberley Ann Owen is registered to provide investment advice in Arkansas, California, Colorado, Florida, Georgia, Hawaii, Iowa, Kansas, Louisiana, Michigan, Missouri, Nevada, Oklahoma, South Dakota, Tennessee, and Texas. Kimberley Ann Owen holds Series 7 and Series 66 licenses and the SIE exam. Kimberley Ann Owen works out of the Edward Jones office in Heber Springs, Arkansas.

SPECIALIZATIONS

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

ROGERS, AR

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kimberley Gayle Whittle is a registered investment advisor representative with Stephens, based in Rogers, AR. Kimberley is active in the securities industry since March 2007. Kimberley has successfully passed the SIE, Series 7 and Series 66 exams. Kimberley is registered in 37 states and has experience in a variety of financial services, including investment management, financial planning, and educational seminars. Prior to joining Stephens, Kimberley was a registered investment advisor representative with Arvest Asset Management.

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

Sowell Management

location

Rogers, AR

disclosure

1 Disclosures

ADVISOR BIO

Kimberly Dawn Smith is an investment advisor representative with Sowell Management, located in Rogers, AR. Kimberly has been working in the financial services industry since 2003. Kimberly holds Series 7, 63, and 66 securities licenses. Kimberly has experience working with clients including individuals, corporations, pension and profit sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

Need help matching

with the right advisor?