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

Wells Fargo Clearing Services, LLC

location

JONESBORO, AR

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Copeland is a financial advisor registered with Wells Fargo Clearing Services, LLC. Christopher has been in the industry since 2011 and has a Series 66, SIE and Series 7 license. Christopher has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A. and Wells Fargo Clearing Services, LLC. Christopher Copeland has also worked at various locations including Jonesboro, AR.

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

Avantax Advisory Services

location

Fort Smith, AR

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Cluck is a financial advisor with Avantax Advisory Services. Christopher has been in the financial industry since 2017. Christopher is registered with the state of Arkansas and Oklahoma. Christopher holds a Series 66, Series 7 and SIE licenses. Christopher specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Christopher is also a registered representative for Avantax Investment Services, Inc. and an insurance agent for Avantax Insurance Services, Inc. Christopher is committed to providing his clients with personalized financial advice and guidance. Christopher has a strong understanding of the financial markets and is dedicated to helping his 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

LITTLE ROCK, AR

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Zane Keith is a financial advisor with Stephens. Christopher is registered with FINRA and has been in the industry since 2019. Christopher is a licensed securities agent with a Series 63 license and holds several Series licenses, including a Series 7, 79, 86, and 87. Christopher's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting. Christopher is based out of the Little Rock, Arkansas office of Stephens.

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

0 Disclosures

ADVISOR BIO

Christopher Magee is a financial advisor at Arvest Wealth Management. Christopher is registered in Arkansas, Kansas, Missouri and Oklahoma. Christopher is also a Registered Representative. Christopher is a Series 65 licensed professional. Christopher has 17 years of experience in the financial services industry. Christopher's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. Christopher also splits their time between Arvest Bank and 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

Gilliland Jeter Wealth Management, LLC

location

LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Christopher Morgan is a financial advisor with Gilliland Jeter Wealth Management, LLC. Christopher Morgan has been in the financial services industry since June 2022. Christopher Morgan is registered to provide investment advice in Arkansas.

SPECIALIZATIONS

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

Bass AND Bell, Inc. | CFP ® (Certifications)

location

LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Christopher D Bell is a financial advisor with Bass AND Bell, Inc. located in LITTLE ROCK, Arkansas. Christopher Bell has been in the industry since January 2007 and has been with Bass AND Bell, Inc. since April 2019. Christopher Bell is registered with FINRA as a Registered Representative and holds the Series 66, Series 7 and SIE licenses. Christopher Bell is also registered as an Investment Advisor Representative with the states of Arkansas and Texas. Christopher Bell has experience working with High-Net-Worth Individuals, Charitable Organizations, Corporations, and Pension and Profit Sharing Plans.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Crews & Associates, Inc.

location

LITTLE ROCK, AR

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Campbell is a financial advisor with Crews & Associates, Inc. Christopher has been in the industry since April 2002, and is licensed to provide investment advice in Arizona, Arkansas, California, Colorado, Kansas, Nebraska, New Mexico, and Pennsylvania. Christopher specializes in financial planning, portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

NORTH LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Christy Hinson-holloway is a registered investment advisor representative with Sowell Management. Christy has been in the industry for over 15 years and has experience with financial planning, selection of other advisors, and portfolio management for individuals. Christy is licensed in Virginia. Christy previously worked at PROSPERA FINANCIAL SERVICES, INC. and MICG INVESTMENT MANAGEMENT, LLC.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

LITTLE ROCK, AR

experience

17 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christy Hornaday is a registered representative with Stifel, Nicolaus & Company, Inc. with over 16 years of experience in the securities industry. Christy currently holds licenses in Arkansas and Texas and has previously been registered with Sterne, Agee & Leach, Inc. Christy provides financial planning, portfolio management and selection of other advisers for a wide range of clients, including individuals, corporations, charitable organizations and investment clubs.

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
location

LITTLE ROCK, AR

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clarence Pollock is a financial advisor with Stephens. Clarence has been in the financial industry since 1992. Clarence has a variety of licenses and registrations, including Series 3, 7, 63, 65 and SIE. Clarence is a Registered Representative and Investment Advisor Representative with Stephens in Little Rock, Arkansas and provides financial advice to individuals and businesses. Clarence's specializations include investment planning, portfolio management, insurance, and estate planning.

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

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