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

White Hall, AR

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Harkins Young is a financial advisor with Edward Jones. Melissa has over 20 years of experience in the financial industry. Melissa is licensed to provide financial advice in several states. Melissa is committed to helping clients reach their financial goals.

SPECIALIZATIONS

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

Advisory Alpha, LLC

location

Little Rock, AR

0 Disclosures

ADVISOR BIO

Melissa McCauley is an Investment Advisor Representative with Advisory Alpha, LLC. Melissa has been in the financial industry since 2003. Melissa is registered to provide investment advisory services in Arkansas. Melissa obtained her Series 65 license in 2005. Melissa has been employed with Advisory Alpha, LLC since 2018. Melissa is a resident of Little Rock, Arkansas.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HOT SPRINGS, AR

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Godwin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since February 2007. Previously, she worked for MORGAN STANLEY DW INC. from March 2001 until February 2007. Melissa has a strong background in the financial services industry, with over 20 years of experience. Melissa holds the Series 7, Series 31, Series 66 and SIE licenses. She is registered in 48 states and the District of Columbia for securities and 2 states for investment advisory services. Melissa specializes in a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. She is a dedicated professional who is committed to helping her clients achieve their financial goals.

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

Raymond James & Associates, Inc.

location

LITTLE ROCK, AR

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Meredith Castleberry is a financial advisor with Raymond James & Associates, Inc. located in Little Rock, AR. Meredith has been in the financial services industry since 2013 and holds a Series 63, Series 7, and SIE licenses. She has experience working with high-net-worth individuals, corporations, and businesses to provide a variety of financial planning services. Meredith is also registered to provide services in numerous states.

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

Foundation Resource Management, Inc. | CFA ® (Certifications)

location

LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Meredith Moll is a registered investment advisor representative for Foundation Resource Management, Inc., based in Little Rock, Arkansas. Meredith is licensed to provide advisory services in Arkansas, Alabama, Louisiana and Texas. Meredith has been in the industry since 2006 and has a Series 7 and Series 63 license. Meredith holds the Chartered Financial Analyst (CFA) designation.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Prime Capital Financial

location

Little Rock, AR

0 Disclosures

ADVISOR BIO

Merlin Moody Hagan is an investment advisor representative with Prime Capital Financial. Merlin has been in the financial services industry since 1985. Merlin has experience providing advisory services in retirement planning, portfolio management for individuals and businesses, and investment management for pooled investment vehicles. Merlin previously worked with Cambridge Investment Research, Inc., Private Client Services, LLC, and TRANSAMERICA FINANCIAL ADVISORS, INC. Merlin holds a Series 6, 7, 24, and 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ifrah Financial Services, Inc. | CFP ® (Certifications)

location

LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Micah Harley Brown is a financial advisor with Ifrah Financial Services, Inc., in Little Rock, Arkansas. Micah has been in the financial services industry since 1995 and has a strong focus on providing financial planning and portfolio management services to individuals and businesses. Micah is a Certified Financial Planner™ and has a Series 65 license.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

Little Rock, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Videll is an investment advisor representative with Thrivent Investment Management Inc. located in Little Rock, Arkansas. Michael has been in the industry since January 3, 2016, and is registered with FINRA as well as 41 states. Michael is also registered as an Investment Advisor Representative in Arkansas, Oklahoma, and Texas. Michael's firm, Thrivent Investment Management Inc., is headquartered in Minneapolis, Minnesota and manages over 14.8 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

Russellville, AR

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Allinson is an investment advisor representative at Edward Jones. Michael has been in the industry since 2014 and is licensed in Arkansas and Texas. Michael holds the Series 66, Series 7, and SIE licenses and is also registered in 16 states. Michael is a graduate of Arkansas Tech University and serves on their Business Advisory Board.

SPECIALIZATIONS

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

Arvest Wealth Management | CFP ® (Certifications)

location

SILOAM SPRINGS, AR

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael Shirley is a financial advisor with over 20 years of experience in the industry. Michael currently works at Arvest Wealth Management in Siloam Springs, AR. Michael has a strong background in financial planning and portfolio management. Michael has a strong focus on providing financial advice to individuals, businesses, and pension and profit-sharing plans. Michael also serves as an Elder for the Covenant Church in Siloam Springs and as an Adjunct Professor at John Brown University.

SPECIALIZATIONS

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

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