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

Lexington Research AND Capital Group, LLC

location

FAYETTEVILLE, AR

0 Disclosures

ADVISOR BIO

Stewart T. Officer is a registered Investment Advisor Representative with Lexington Research And Capital Group, LLC. Stewart's registration with the state of Arkansas dates back to July 28, 2015. Stewart has passed the Uniform Investment Adviser Law Examination. Stewart's primary practice area is portfolio management for individuals. Lexington Research And Capital Group, LLC manages over $294 million in assets. The firm works primarily with high-net-worth individuals and individuals other than high-net-worth. The firm charges fees based on a percentage of assets under management.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

McGehee Capital Management

location

LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Stewart Bruce McGehee is an Investment Advisor Representative at McGehee Capital Management, Inc. Stewart is licensed in Arkansas and has been with the firm since 1999. McGehee Capital Management, Inc. is a registered investment advisor that specializes in portfolio management for individuals. They have a total of 4 clients, with $869,196 in assets under management. The firm's services include portfolio management for individuals and they charge fees based on a percentage of assets under management.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

JONESBORO, AR

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stuart Alan Reid has been working in the financial services industry since August 1988. Currently, Stuart Reid is an active registered representative with Raymond James & Associates, Inc., where he has been employed since February 2013. Prior to joining Raymond James & Associates, Inc., Stuart Reid worked at Morgan Keegan & Company, Inc., PFIC Securities Corporation, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stuart Reid is licensed to sell securities in 26 states, including Arkansas, Texas, Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Mississippi, Missouri, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Utah, Virginia, Washington, and Wisconsin. Stuart Reid is also a registered Investment Advisor in Arkansas and Texas. Stuart Reid is a registered representative with FINRA, a registered investment advisor with the SEC, and a member of the Securities Industry and Financial Markets Association (SIFMA). Stuart Reid holds the following securities licenses: Series 7, Series 63, Series 65, and SIE. Stuart Reid is also licensed to sell insurance in Arkansas. Stuart Reid is a business owner and owns a race course measuring business. Stuart Reid specializes in providing financial planning services, pension consulting services, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Stuart Reid also provides other financial services, including but not limited to, market timing services, publication of periodicals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

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

Providence Asset Management LLC

location

NORTH LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Stuart Byron Bogard is an investment advisor representative with Providence Asset Management LLC. Stuart has been in the industry since September 1994 and is registered with the state of Arkansas as an Investment Advisor Representative. Stuart also holds Series 63 and 7 securities licenses. Stuart's previous experience includes time with Stephens Inc.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Sowell Management

location

NORTH LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Stuart Swan is a financial advisor with Sowell Management and is registered as an Investment Advisor Representative in Georgia. Stuart has been in the industry for over 20 years, previously working at Merrill Lynch and Edward Jones. Stuart has a Series 7, Series 63 and Series 65. Stuart's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

LITTLE ROCK, AR

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Stuart Irby is a registered representative with Stephens, with over 10 years of experience in the financial industry. Stuart focuses on providing investment advice and portfolio management services to individuals and businesses. Stuart holds the Series 63, SIE, Series 62, and Series 79 licenses.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Sunghyun Yang is a registered representative with Stephens, a well-established firm with a strong track record in providing financial advice and investment management services. Sunghyun holds Series 7TO, Series 79TO, and Series 63 licenses, along with the SIE designation, demonstrating their commitment to professional development and knowledge. Sunghyun's expertise encompasses a broad range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. With a focus on providing personalized guidance, Sunghyun is dedicated to helping 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
Publication of Financial Periodicals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

LITTLE ROCK, AR

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Susan Crosby is a financial advisor with Wells Fargo Advisors Financial Network, LLC in LITTLE ROCK, AR. Susan has been in the financial services industry since 1997 and has experience working with clients in a variety of industries. Susan provides investment consulting services to institutional clients and provides financial planning services for individuals and businesses.

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
location

ARKADELPHIA, AR

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Susan Kaye Butler is a financial advisor at Edward Jones. Susan has been in the financial services industry since 2000. Susan has a Series 7, Series 66, and SIE licenses. Susan specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Susan is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative in Arkansas and Texas.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JONESBORO, AR

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Susan Naylor is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Susan has been in the industry since 1999 and has experience with a variety of clients including high-net-worth individuals, corporations, and retirement plans. Susan holds the Series 7, Series 31, Series 63 and Series 65 licenses as well as the SIE. Susan has been registered with Merrill Lynch since 2008. Prior to that, Susan was a registered representative at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Susan also holds a position on the board of the Altrusa International Foundation of Jonesboro, Arkansas, Inc.

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

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