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

PFS Investments Inc.

location

LITTLE ROCK, AR

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nathane Davis is a financial professional based in Little Rock, Arkansas. Nathane has been in the financial industry for over 6 years and is currently a registered representative with PFS Investments Inc. Nathane has extensive experience in the industry. Nathane specializes in providing financial planning and portfolio management services for individuals. Nathane is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

BOK Financial Securities, Inc.

location

Little Rock, AR

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Mangum is a registered representative with BOK Financial Securities, Inc. Nathaniel has been in the financial industry since February 2024 and holds the Series 7TO, SIE and Series 63 licenses. Nathaniel has worked at BOK Financial Securities, Inc. since February 2024 and is registered in Arkansas. Nathaniel specializes in providing advice about securities, financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Arvest Wealth Management

location

Rogers, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Willis is an investment advisor representative with Arvest Wealth Management in Rogers, Arkansas. Nathaniel has been in the securities industry since October 2014. Nathaniel is licensed to provide investment advice in Arkansas. Prior to joining Arvest Wealth Management, Nathaniel worked at Arvest Asset Management and Arvest Bank. Nathaniel is also a member of Crystal Creek Realty LLC.

SPECIALIZATIONS

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

MWA Financial Services Inc.

location

Newport, AR

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Edwards is a financial professional with MWA Financial Services Inc. Nathaniel has been working in the financial industry since 2022. Nathaniel is licensed in Arkansas. Nathaniel specializes in providing financial advice and services to individuals, businesses, and charitable organizations. Nathaniel holds the Series 6, 63, 26 and SIE licenses.

SPECIALIZATIONS

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

U.s. Bancorp Investments, Inc.

location

Maumelle, AR

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Neil Leon Ferguson is a financial advisor with U.S. Bancorp Investments, Inc. located in Maumelle, Arkansas. Neil has been in the financial services industry since March 2000. Neil holds a Series 66 and Series 7 license as well as a Securities Industry Essentials (SIE) designation. Neil is registered with the state of Arkansas and has previous registrations in Colorado, Florida, Illinois, Indiana, Louisiana, Minnesota, Missouri, Nevada, New Jersey, North Carolina, Oklahoma, Tennessee, and Texas. Neil works with individuals, high net worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Arvest Wealth Management

location

Rogers, AR

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Neil Royston is a financial advisor who works for Arvest Wealth Management in Rogers, Arkansas. Neil Royston has been in the financial industry for over 7 years and has a Series 66 license. Neil Royston is registered to provide investment advice in 52 states. Neil Royston also works for Arvest Bank in Rogers, Arkansas and is involved with an investment club called Manor Investments.

SPECIALIZATIONS

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

NORTH LITTLE ROCK, AR

disclosure

1 Disclosures

ADVISOR BIO

Nicholas Daddona is an investment advisor representative at Sowell Management. Nicholas is registered in Massachusetts and holds the Series 6, Series 63, and SIE licenses. Nicholas has over 8 years of experience in the financial services industry, previously working at ALLSTATE FINANCIAL SERVICES, LLC and NYLIFE SECURITIES LLC. Nicholas also owns and operates Southcoast Insurance Group in Dartmouth, Massachusetts.

SPECIALIZATIONS

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

LPL Financial LLC

location

LITTLE ROCK, AR

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Brown is a financial advisor at LPL Financial LLC. Nicholas has been a registered representative since January 2010. Nicholas is registered in Arkansas, Mississippi, Texas, Florida, North Carolina and Tennessee. Nicholas has 13 years of experience in the financial services industry. Nicholas is also licensed to sell insurance.

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

Wells Fargo Clearing Services, LLC

location

ROGERS, AR

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Koehler is a financial advisor with over 20 years of experience in the industry. Nicholas has been registered with Wells Fargo Clearing Services, LLC since 2008. Nicholas holds a variety of licenses and certifications including Series 7, Series 10, Series 31, and Series 66. Nicholas is also a registered Investment Advisor in Arkansas and Texas. Nicholas has a deep understanding of the financial markets and is committed to providing personalized financial advice to clients.

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
Unclaimed

PFS Investments Inc.

location

LITTLE ROCK, AR

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Threlkeld is a registered investment advisor representative with PFS Investments Inc. Nicholas has been in the industry for over 7 years and is licensed in Arkansas. Nicholas is a Series 6, Series 63, Series 26, and Series 65 licensed advisor. Nicholas has a background in electrical work and has worked with Primerica Financial Services. Nicholas specializes in working with individuals, businesses, insurance companies, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals

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