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

Avantax Advisory Services

location

Rogers, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Roethlisberger is a registered investment advisor representative with Avantax Advisory Services. Bradley has been in the industry since January 2016 and is licensed to provide financial advice in Arkansas and Missouri. Bradley holds the Series 66, Series 7 and SIE licenses. Prior to Avantax Advisory Services, Bradley was employed by 1st Global Capital Corp. and 1st Global Advisors, Inc. Bradley is also a referring advisor for Landmark Financial LLC and has been involved in tax-centric wealth management and advisory services since October 2018.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Arvest Wealth Management

location

BENTONVILLE, AR

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Blankenship is an investment advisor representative with Arvest Wealth Management, a firm with over 2000 clients. Bradley has worked in the financial services industry since 2004. Bradley is licensed to provide investment advice in Arkansas, Kansas, Massachusetts, Missouri, Oklahoma and Utah. Bradley holds Series 6, 7, 24 and 66 licenses. Bradley is also a Registered Representative and Investment Advisor Representative. Bradley's professional experience includes previous positions at Raymond James & Associates, Inc., National Planning Corporation and Allstate Financial Services, 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

LITTLE ROCK, AR

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Isroff is a financial advisor with over 18 years of experience in the industry. Bradley is registered with LPL Financial LLC in Little Rock, AR and holds Series 66, Series 24, Series 7 and SIE licenses. Bradley is registered in 13 states to offer investment advice and brokerage services.

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 Advisors Financial Network, LLC

location

LITTLE ROCK, AR

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Dallas Seagraves is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Bradley has been working in the financial industry since 2005. Bradley has offices in Little Rock, AR and Scottsdale, AZ. Bradley also works with Morgan Stanley, Morgan Keegan & Company, Inc. and OppenheimerFunds Distributor, Inc.. Bradley has several certifications, including Series 3, 6, 7, 9, 10, 63, and 66.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Brady Lierz is an investment advisor representative at Stephens. Brady is registered to provide investment advisory services in Arkansas, Kansas, and Texas. Brady has been in the securities industry since November 2021 and is registered with FINRA and several states. Brady's focus is on providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Brady has experience working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Brady received his Series 66, Series 86, Series 87, and Series 7TO 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

Arvest Wealth Management

location

Fayetteville, AR

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brandi Nicole Springer is a registered representative with Arvest Wealth Management, located in Fayetteville, Arkansas. Brandi has been in the securities industry since June 8, 2020. Brandi is also registered as an investment advisor representative with Arvest Wealth Management. Brandi is licensed in Arkansas and holds the Series 66, Series 7TO, and SIE licenses. Brandi has several specializations including insurance, mutual funds, fixed income, 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
Unclaimed
location

HOT SPRINGS, AR

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandi Patrick is a financial advisor at Stephens. Brandi has been in the industry since July 27, 2000 and is currently registered with FINRA as well as in 51 states. Brandi specializes in a number of areas, including asset allocation, investment planning, and retirement planning. Brandi's experience and expertise can help you achieve your 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

Arvest Wealth Management

location

Rogers, AR

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Joseph Still is a financial advisor with Arvest Wealth Management. Brandon is licensed in Arkansas, Florida, Kansas, Missouri, Oklahoma and Texas. Brandon specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He is also a registered representative with Arvest Wealth Management.

SPECIALIZATIONS

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

Gravette, AR

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Neal Wilson is a financial advisor with Edward Jones. Brandon has been working in the financial industry since 2001. Brandon is licensed to provide investment advice in 29 states. Brandon's firm has over $825 billion in assets under management. The firm has been in business for over 100 years. Brandon is committed to helping clients reach their financial goals. Brandon offers a variety of services including financial planning, retirement planning, college savings, and estate planning.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

FORT SMITH, AR

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Paul Oneal is a registered representative with Wells Fargo Advisors Financial Network, LLC. Brandon has been in the industry since November 2018. Brandon is licensed to offer securities and investment advice in 27 states and is associated with the Fort Smith, AR branch office. Brandon has previously worked with WELLS FARGO CLEARING SERVICES, LLC in Fort Smith, AR. The advisor's areas of specialization include portfolio management for individuals and businesses, financial planning and selection of other advisors. Brandon is also involved with OLO HOLDINGS LLC, HORIZONS WEALTH PARTNERS, LLC and EMO HOLDINGS LLC.

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

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