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

Gutierrez Wealth Advisory, LLC

location

LITTLE ROCK, AR

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leighann Arthur is a financial advisor with Gutierrez Wealth Advisory, LLC, a firm based in Little Rock, Arkansas. Leighann has been working in the financial industry since 1995, providing wealth management services to a diverse client base, including individuals, families, trusts, and businesses. Leighann is a registered representative and investment advisor representative in the state of Arkansas. Leighann's primary goal is to help clients achieve their financial goals through customized investment strategies and financial planning advice.

SPECIALIZATIONS

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

Rockefeller Financial LLC

location

ROGERS, AR

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Leo Harrison is a financial advisor with Rockefeller Financial LLC. Leo has been in the financial services industry since 1976 and holds licenses in 25 states and the District of Columbia. Leo has a strong background in portfolio management, financial planning, and pension consulting. Prior to joining Rockefeller Financial LLC, Leo held positions at Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

44 Years Experience

0 Disclosures

ADVISOR BIO

Leo Wiley Wilcox is a financial advisor with over 40 years of experience in the industry. Leo is a registered representative with Crews & Associates, Inc. and holds several licenses and designations including Series 3, 7, 52, 53, 79TO, 99TO and SIE. Leo has an active Securities and Exchange Commission (SEC) registration as a Broker/Dealer (BD) and Investment Advisor Representative (IAR) through Crews & Associates, Inc. Leo is a dedicated financial professional with a strong commitment to providing personalized advice and investment solutions to clients.

SPECIALIZATIONS

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

Stephens | CFA ® (Certifications)

location

LITTLE ROCK, AR

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Leon Lants is a financial advisor with over 30 years of experience in the industry. Leon has been with Stephens since 1996 and has held various roles during his time there. Leon holds the Series 7, Series 9, Series 10, Series 23, Series 24, Series 4, Series 55, Series 57TO and SIE licenses. Leon is a Chartered Financial Analyst and is registered in 46 states as a broker 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
Publication of Financial Periodicals
Unclaimed

PFS Investments Inc.

location

CONWAY, AR

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leonard Ford is a registered representative with PFS Investments Inc. Leonard has been in the industry since 2005 and holds the Series 6, Series 63 and SIE licenses. Leonard is registered in Arkansas and Connecticut.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Eagle Strategies LLC

location

HOT SPRINGS, AR

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Leroy Twisdale is an investment advisor representative with Eagle Strategies LLC. Leroy has been in the industry since 2003 and holds a Series 63, Series 65 and Series 7 licenses, as well as the SIE. Leroy is registered with the state of Arkansas, Louisiana, Oklahoma, and Texas. Leroy specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

LITTLE ROCK, AR

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Lesley Nalley is a financial advisor with Eagle Strategies LLC. Lesley specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Lesley has a background in insurance brokerage and has a strong understanding of the needs of clients in Arkansas and surrounding states. Lesley is also a board member of the Downtown Little Rock Partnership.

SPECIALIZATIONS

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

LPL Financial LLC

location

ROGERS, AR

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Anne Jackson is an investment advisor representative registered in Arkansas. Leslie is affiliated with LPL Financial LLC. Leslie has been in the industry since April 2012. Leslie has passed the Series 7TO, Series 66, and SIE exams. Leslie provides financial planning, portfolio management for individuals and businesses, and other advisory services. Leslie specializes in a range of investment areas.

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

28 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Denise Johnson is a registered representative with Crews & Associates, Inc. in Little Rock, Arkansas. Leslie has been in the securities industry since September 1996. Leslie has successfully passed the Series 63, Series 7, and the SIE exams. Crews & Associates, Inc. specializes in providing financial planning and portfolio management services to individual and business clients. The firm manages over $112 million in assets.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

JONESBORO, AR

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Scott Durham is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with approximately $10 billion - $50 billion in assets under management. Leslie has been in the financial industry since 2000 and has experience in both investment advisory and brokerage services. Leslie is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and is also licensed in multiple states. Leslie specializes in providing investment advice to individuals, businesses, and institutions.

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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