There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
years of experience.
NOTE: The list of financial advisors in Poteau, Oklahoma mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Poteau, Oklahoma.
|Qualified Financial Advisors in Poteau, Oklahoma|
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
2218 South 57th Suite C,
Fort Smith, AR 72903
Firm CRD# 6413
Series 7, 24, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee
2218 South 57th Suite C,
AR 72903 Phone Number 479-434-6934
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
* Additional advisors listing is provided in partnership with Yext
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