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

Riverland Wealth Management

location

MAUMELLE, AR

0 Disclosures

ADVISOR BIO

Townsend Phipps is a financial advisor with Riverland Wealth Management. Townsend has been in the financial services industry since July 2016. Townsend is currently registered with the states of Arkansas, Oklahoma and Texas. Previously, Townsend has worked with Trutoro and NEXT FINANCIAL GROUP, INC. Townsend's main office location is in Maumelle, Arkansas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

CONWAY, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Traci Ann McCain is a financial advisor with Cetera Investment Advisers LLC. Traci has been in the financial services industry since December 2015. Traci holds the Series 66, SIE, and Series 7 licenses. Traci provides financial planning, portfolio management, and pension consulting services. Traci is registered with the states of Alabama, Arkansas, Louisiana, Missouri, and Texas. Traci is located at the Conway branch office of Cetera Investment Advisers LLC.

SPECIALIZATIONS

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

LPL Financial LLC

location

ROGERS, AR

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tracie Hill is a financial advisor at LPL Financial LLC with over 7 years of experience. Tracie has held previous roles at D.A. Davidson & Co., Ameriprise Financial Services, Inc., and Cetera Financial Specialists LLC. Tracie is a registered representative and holds Series 7, Series 66, and SIE licenses.

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

World Investment Advisors, LLC

location

ROGERS, AR

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Tracie Karr is a registered investment advisor representative with World Investment Advisors, LLC. Tracie has been in the securities industry since December 2002. Tracie has a Series 7, Series 66, and SIE license. Tracie is licensed in Arkansas, California, Missouri, Oklahoma, and Texas. Tracie has experience working with clients such as individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Tracie is located in Rogers, Arkansas.

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 Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

LITTLE ROCK, AR

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Tracie Lee Taylor is a registered representative with Wells Fargo Advisors Financial Network, LLC. Tracie Lee Taylor has been in the industry since March 1997. Tracie Lee Taylor has held previous positions at MORGAN STANLEY and WELLS FARGO ADVISORS, LLC. Tracie Lee Taylor is currently registered in Arkansas. Tracie Lee Taylor offers investment consulting services to institutional clients. Tracie Lee Taylor is also able to provide financial planning and pension consulting services. Tracie Lee Taylor has a Series 7, Series 63, and Series 66 license and holds the SIE exam. Tracie Lee Taylor is also registered to provide investment advisory services.

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

Little Rock, AR

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tracy Speed, a registered representative with Morgan Stanley, is an experienced financial professional with a focus on providing comprehensive financial advice and solutions. Tracy holds a Series 7TO, Series 66, and SIE licenses. Tracy is registered to provide investment advice in a number of states, including Arkansas, Texas, and numerous other jurisdictions. Tracy has been serving clients in the Little Rock, Arkansas area since 2014, working to help individuals and families reach 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

LITTLE ROCK, AR

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tracy Noel Tanner is a financial advisor with Stephens. Tracy Tanner is a registered representative in Arkansas and Texas and holds Series 7, 66 and SIE licenses. Tracy Tanner is licensed to provide financial advice to individuals, families, businesses, and institutions. They are a licensed professional with over 5 years of experience in the financial industry. Tracy Tanner has a strong understanding of financial markets and can provide customized financial solutions to meet a wide range of needs. Tracy Tanner is passionate about helping clients achieve their financial goals and has a commitment to providing exceptional service. Tracy Tanner is committed to providing their clients with the highest level of professional financial advice and service.

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

Blytheville, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tracy Kendell Garner is a financial advisor at Edward Jones. Tracy has been in the financial industry since 2016. Tracy is licensed in Alabama, Arizona, Arkansas, District of Columbia, Florida, Kentucky, Michigan, Mississippi, Missouri, North Carolina, Oklahoma, Tennessee, Texas, and Virginia. Tracy is registered with the Securities and Exchange Commission as an Investment Advisor Representative and is licensed in Texas. Tracy specializes in providing financial planning, pension consulting and selection of other advisors to individuals, businesses and retirement plans.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

FAYETTEVILLE, AR

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Travis Harbin is a financial advisor at Edward Jones. Travis has been in the financial services industry since 2001 and has a broad range of experience in the field. Travis is registered with the state of Arkansas and Texas.

SPECIALIZATIONS

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

Arvest Wealth Management

location

FT SMITH, AR

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Travis Alan Beckerdite is a financial advisor at Arvest Wealth Management. Travis has been in the financial industry since February 2020. Travis is registered with the following states: Alabama, Arizona, Arkansas, California, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Oklahoma, Pennsylvania, South Carolina, Texas, Utah, Washington, and Wisconsin. Travis holds the following licenses: Series 66, Series 7TO, and the SIE. Travis's specializations include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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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