I've been the President of Presley Wealth Management since 2009 and have been working as a financial advisor in the Ft Smith area since 2000. I believe in taking an educational approach with clients to help you understand the investments you own and how they fit your goals and objectives. The focus of my practice is investment management, retirement planning, income solutions during retirement and wealth transfer planning.
I've been married to my wife Carey since 1998 and we have two children Jace and Laney. We are an active sports family and most of our free time has been spent traveling the country for their sporting events. I'm also an avid Arkansas Razorback fan in all sports.
Financial advice is changing, and at LPL Financial, we're at the forefront. We're building a future where advisors can with no friction or complexity, as simple as turning the dials' pick the business model, services, technology, and product mix that best meet their clients needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we'll partner with you every step of the way.
Your greatness is our goal.
General Information |
| Firm Start Year: | 1989 | |
| No. of Employees: | More than 5000 | |
| Insurance License#: | 194564 |
| States Licensed in: | AR, OK, TX, MO, CA, FL, VA |
| Number of Years with Current Firm: | 12 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Retirement Planning, Wealth Management, Financial Planning for Individuals, Portfolio Management, Investment Advice & Management |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Variable Annuity, Long Term Care, Variable Life, Annuity |
Firm Information |
| Assets Managed by Firm: | 1,163,000,000,000 |
| Assets Managed by Advisor: | 30,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $25,000 |
| Compensation Methods: | Flat Fee, Commissions |
| Fee % Based on Assets: | 1.0 |
| Minimum Fee Charged for Managed Accounts: | 1.0 |
| Minimum Fee Charged for Hourly Planning Accounts: | 0 |
Education |
| Bachelor's of Business Administration - Finance | University of Central Arkansas
09/01/1993-05/30/1998 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 4:30 PM |
| Tue. | 8:30 AM - 4:30 PM |
| Wed. | 8:30 AM - 4:30 PM |
| Thu. | 8:30 AM - 4:30 PM |
| Fri. | 9:00 AM - 3:00 PM |
| Fort Smith area, Northwest Arkansas, Dallas, Kansas City, Tulsa, OKC |
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