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

Independent Advisor Alliance, LLC

location

Bryant, AR

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andy Dewayne Garcia is a financial advisor with over 19 years of experience in the industry. Andy currently works as a Registered Representative with Independent Advisor Alliance, LLC. Andy has a strong background in financial planning and portfolio management, offering a range of services to individual and corporate clients. Prior to joining Independent Advisor Alliance, LLC, Andy worked as a Registered Representative with EDWARD JONES. Andy is committed to providing clients with personalized financial guidance and helping them achieve 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

Lincoln Investment

location

CABOT, AR

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Angel Duncan is a registered representative with Lincoln Investment and Capital Analysts, both based in Cabot, AR. Angel has been in the financial industry since 1998 and holds several securities licenses, including Series 7, 63, 66, and 31. Angel is licensed in Arkansas and has a strong track record of providing financial advice and investment management services to individuals and businesses.

SPECIALIZATIONS

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

EGP Wealth Management, LLC

location

NORTH LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Angela Yvette Frazier is a financial advisor at EGP Wealth Management, LLC. Angela has been in the financial industry since January 2013. Angela has experience in providing financial planning and portfolio management services to individuals and businesses. Angela is a certified public accountant and is licensed to sell life, disability and long-term care insurance. Angela holds Series 7 and 66 licenses as well as the SIE exam. She is also registered with the state of Arkansas, Texas and Virginia. Angela has a strong background in accounting and finance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

LITTLE ROCK, AR

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Angela Leigh Johnson is a financial advisor at LPL Financial LLC in Little Rock, Arkansas. Angela has over 10 years of experience in the financial services industry. Angela holds the Series 7, Series 11, and Series 27 licenses and has experience working with individuals, families, businesses, and retirement plans.

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

Mustard Seed Wealth Management

location

MAGNOLIA, AR

0 Disclosures

ADVISOR BIO

Angela Janet Glass is an Investment Advisor Representative at Mustard Seed Wealth Management, where she has worked since January 2011. She has been in the financial services industry since January 2005. Angela is registered to provide investment advisory services in Arkansas, Louisiana, and Texas. She holds the Series 65 license. Angela specializes in providing financial planning services, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Arvest Wealth Management

location

Rogers, AR

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Angela Hopkins is a financial advisor with Arvest Wealth Management, with over 18 years of experience in the financial services industry. Angela holds the Series 7 and Series 63 licenses and has been registered with FINRA since 2001. Angela is dedicated to providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Angela is committed to helping her clients achieve 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
Unclaimed
location

Little Rock, AR

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Angela Crowe is a financial advisor with Morgan Stanley. Angela has been working in the financial services industry for over 10 years. Angela is a Registered Representative and Investment Advisor Representative with FINRA and is licensed to provide financial advice in numerous states. Angela specializes in investment advice, retirement planning and estate planning. Angela also provides financial education and seminars to individuals and groups.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Tiaa-Cref Individual & Institutional Services, LLC

location

LITTLE ROCK, AR

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Angela Cutler is a financial advisor who has been in the industry since 2014. Angela is registered with Tiaa-Cref Individual & Institutional Services, LLC and has offices in Little Rock, Arkansas. She also has a branch office in Conway, Arkansas. Angela holds the Series 65, 66, 7, and SIE licenses, as well as being registered with the states of Arkansas, Missouri, Oklahoma, Tennessee, and Texas. Previously, Angela worked at Ameriprise Financial Services, Inc. in Little Rock, Arkansas from 2014 to 2015.

SPECIALIZATIONS

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

Prime Capital Financial

location

Fayetteville, AR

0 Disclosures

ADVISOR BIO

Angela Lynn Cothren is an Investment Advisor Representative with Prime Capital Financial. Angela is registered with the state of Arkansas as an Investment Advisor Representative. Angela has been in the industry since June of 2013. Angela's experience includes work with Longer Investments and Longer Financial. Angela has experience providing financial planning, selection of sub-advisors, and other advisory services.

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

LPL Financial LLC

location

FORT SMITH, AR

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ann Kinder is a financial advisor with over 30 years of experience in the financial services industry. She is currently registered with LPL Financial LLC. Previously, Ann has also worked with Ameriprise Financial Services, Inc., Investment Professionals, Inc., Edward Jones, Philadelphia Life Asset Planning Company, PML Securities Company, and MML Investors Services, Inc. She is licensed in several states, including Arkansas, Oklahoma, and Texas. Ann is dedicated to providing personalized financial advice to help her clients achieve their goals. She specializes in financial planning, investment management, and retirement planning.

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

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