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

Financial Management, Inc.

location

LITTLE ROCK, AR

disclosure

1 Disclosures

ADVISOR BIO

Harold Franklin Grubbs is an investment advisor representative with Financial Management, Inc. Harold has over 38 years of experience in the securities industry and is registered with the state of Arkansas, Indiana, Louisiana, and Texas. Harold has previously worked with The Leaders Group, Inc., HFG Investment Group, LLC, Equity Capital Corporation, Royal Alliance Associates, Inc., and Integrated Resources Equity Corporation. Harold is a Series 65, Series 63, Series 24, Series 7, and Series 1 registered individual. Harold provides financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
BUSINESS CONSULTING
Unclaimed

Castleview Partners, LLC

location

Little Rock, AR

0 Disclosures

ADVISOR BIO

Harriet Eason Bynum is an investment advisor representative with Castleview Partners, LLC. Harriet has over 30 years of experience in the financial services industry. Harriet is registered with the state of Texas as an investment advisor representative and is currently pending registration in Arkansas. Harriet holds FINRA Series 7 and 63 licenses, and Series 65, the Uniform Investment Adviser Law Examination. Prior to joining Castleview Partners, Harriet worked as an Investment Advisor Representative at Hornor, Townsend & Kent, Inc. Harriet's areas of expertise include portfolio management for individuals, financial planning, educational seminars, and the selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

LITTLE ROCK, AR

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Harrison Parsons is an active investment advisor representative with Stephens. Harrison is registered with the state of Arkansas and Texas. Harrison obtained his Series 66, Series 86, Series 87 and Series 7TO licenses, as well as the SIE. Harrison is a Registered Representative. Harrison has been in the industry for 10 years. Harrison has experience in education and research. Stephens is a registered investment advisor firm with a main office in Little Rock, Arkansas. Stephens provides a variety of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages assets for individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, non-corporate organizations, state or municipal government entities, and banking or thrift institutions.

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

ST. Bernard Financial Services, Inc.

location

RUSSELLVILLE, AR

experience

27 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Harry Paez is a financial advisor with St. Bernard Financial Services, Inc. located in RUSSELLVILLE, AR. Harry has been in the financial industry since 1998. Harry specializes in portfolio management for individuals and businesses. Harry has held licenses with Securities America, Inc., A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and E-W Investments, Inc. Harry is registered in Arizona and California.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Sowell Management

location

NORTH LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Harvey I. Spira is an investment advisor representative with Sowell Management. Harvey has been in the industry for over 35 years. Harvey has a Series 63, 65 and Series 7, 22, and 31 licenses. Harvey has worked for several other firms including National Securities Corporation, Further Lane Securities, L.P., UBS Financial Services Inc., Bear, Stearns & Co. Inc., and Donaldson, Lufkin & Jenrette Securities Corporation. Harvey is registered in the state of New York.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LITTLE ROCK, AR

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Hatim Smouni is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 16 years of experience in the financial services industry. Hatim has a Series 7, Series 66, and SIE licenses, along with registrations in 29 states. Hatim is a registered investment advisor and is experienced in providing financial advice to a wide range of clients including high-net-worth individuals, corporations, and pension plans.

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
Unclaimed

Stephens Group Asset Management, LLC

location

LITTLE ROCK, AR

0 Disclosures

ADVISOR BIO

Hayden Taylor Henry is an investment advisor representative at Stephens Group Asset Management, LLC, located in Little Rock, Arkansas. Hayden has been in the industry since June 2021. Hayden is licensed in Arkansas and Texas.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Plan Group Financial, Inc.

location

FORT SMITH, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Hayden Przybysz is a registered investment advisor representative with Plan Group Financial, Inc. Hayden has been in the financial services industry since March 10, 2016. Hayden holds Series 7 and Series 66 licenses. Hayden is licensed to provide advisory services in Arkansas, Alaska, California, Colorado, Georgia, Illinois, Kansas, Missouri, Montana, Nebraska, Nevada, Ohio, Oklahoma, and Texas. Hayden also has experience with Avantax Investment Services, Inc. and 1st Global Capital Corp.

SPECIALIZATIONS

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

Willow Financial LLC

location

ROGERS, AR

0 Disclosures

ADVISOR BIO

Hayden Christopher Lindersmith is an Investment Advisor Representative with Willow Financial LLC, a registered investment advisor located in Rogers, Arkansas. Hayden has been registered with the Securities and Exchange Commission since August 30, 2024. Hayden holds a Series 65 license. Hayden is a financial advisor who provides financial planning and portfolio management services to individuals. Hayden has specialized experience in the areas of financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

EL DORADO, AR

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hayden Latimer is a registered representative with Wells Fargo Clearing Services, LLC. Hayden is licensed to provide investment advice in Arkansas and Texas. Hayden has been in the financial services industry since 2019. Hayden holds the Series 7TO, SIE and Series 66 licenses.

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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