Edward Jones - Financial Advisor: Farrah N Pulliam
Investing
Why pick this one
Oak Crest Wealth Management provides financial, retirement, estate, and asset-management planning through offices in Arkansas and Oklahoma.
Best for
- Individuals new to investing or established in their careers
- Families planning for college through 529 plans and financial-aid options
- Retirees transitioning from employment income to retirement income
- Business owners planning employee benefits, succession, or an exit strategy
- Clients seeking ongoing investment-plan adjustments as circumstances change
Look elsewhere if
- Someone seeking only one-time investment transactions without financial planning
- Someone needing a listed fee schedule or guaranteed investment returns
Specialties
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning
- college savings planning
- business succession and exit planning
Certifications
- CERTIFIED FINANCIAL PLANNER practitioner designation
- Accredited Asset Management Specialist designation
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
- LPL Financial affiliation
What makes them different
- Four-office presence across Bentonville, Little Rock, North Little Rock, and Grove & Jay
- Planning process includes introductory meeting, exploration, detailed planning, and ongoing support
- Affiliation with LPL Financial provides investment product offerings, account-view technology, and compliance support
- Team-based advisory approach addresses investing, retirement distribution, estate conservation, and risk management
- Plans are designed to be adjusted as clients' goals and life circumstances change
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 10564 Us 15 501 Hwy Ste H, Southern Pines, NC 28387-5166
- Phone
- +19107252109
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- investment strategy planning
- retirement investing and distribution strategies
- financial planning
- asset management
- estate conservation
- risk management
- insurance planning