William Criswell
William Criswell is a registered investment advisor at Garland and Greenwood Wealth Advisors LLC, based in Little Rock, AR, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 204 clients with $53M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
40 Rahling Circle, Little Rock, AR, 72223
Get directionsHistory
Regulatory History (3)
Financial
December 2017Customer Dispute
October 2006Customer Dispute
May 2006Other Business ActivitiesSells Insurance
William operates Arkansas Wealth Management as a DBA for his LPL business and is part of The Bistro Group DBA Vesuvio Bistro for tax and investment purposes. He is also an insurance sales agent selling non-variable insurance and an IAR for Garland and Greenwood Wealth Advisors, LLC, spending about half his time on the latter.
Employment History
Current Registrations
Garland and Greenwood Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Next Financial Group, INC.Broker
Next Financial Group, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.