user avatar

Billie Odom

Advisor at Coppell Advisory Solutions LLC

Updated today

Location

Jonesboro, AR

Credentials

CFP®, Series 63, Series 65

Industry experience

35 years

About

Billie Odom is a CFP® with 35 years of experience in financial advising. Currently with Coppell Advisory Solutions LLC, Odom previously worked at First Community Bank, LPL Financial, Ameriprise Financial Services, Centennial Bank, and Investment Professionals Inc. Odom also operates Odom Financial Services, a home-based non-variable insurance agency. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored investment process that includes asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Client services

Based on Coppell Advisory Solutions LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Coppell Advisory Solutions LLC

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments

Occupation focus

Based on Coppell Advisory Solutions LLC

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning from $1,000 to $20,000, potentially exceeding $20,000 in limited circumstances

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001+: Negotiable

Commissions

Commissions earned by associated persons who are registered representatives for securities and insurance products, separate and in addition to advisory fees

Project-based

$300 per hour for specific consulting services

Other

Account minimum: $5,000 Minimum fee: $5.00 per month per account (technology and administrative fee) Fee-only: Fixed fees ranging from $1,000 to $20,000 for broad based financial planning services; hourly fees of $300/hour for specific services

Location

Jonesboro, AR

Most active in

Arkansas

Work history

Coppell Advisory Solutions LLC

2024 - Present (2 years)

First Community Bank

2020 - 2023 (3 years)

LPL Financial

2020 - 2023 (3 years)

Ameriprise Financial Services, Inc

2018 - 2020 (2 years)

Odom Financial Services

2018 - Present (8 years)

Centennial Bank

2014 - 2020 (6 years)

Investment Professionals Inc

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Carrie Q

Series 63, Series 65, Series 66

Jonesboro, AR

Quraishi Wealth Management

Carrie Quraishi is the principal of Quraishi Wealth Management in Jonesboro, Arkansas, with 11 years of experience in financial advising. She holds Series 63, 65, and 66 licenses and has previously worked at Sofos Investments, Inc. and Pollock Advisory Group, Inc. In addition to her financial advisory role, she is a practicing lawyer and owner of Quraishi Law Firm PLLC, where she provides legal services part-time. Quraishi Wealth Management offers discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $55.4 million in assets across about 88 client relationships. The firm employs sub-advisors and model portfolios, conducts regular account reviews and rebalancing, and utilizes third-party platforms to oversee external accounts without taking custody.

Retirement income strategy Tax-loss harvesting Roth conversion strategy Charitable giving tax strategies Wealth management Attorney
user avatar

Joe S

Series 65, Series 66

Jonesboro, AR

Lasting Mark Retirement Group LLC

Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

Retirement income strategy Medicare planning General estate planning guidance
user avatar

John G

Series 63, Series 66

Jonesboro, AR

Stephens

John Gay is a financial advisor at Stephens with 28 years of industry experience. He has been with Stephens Inc since 2008 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Landseair Investments LLC, involved in real estate and agriculture operations, and serves as a board member with a minor ownership stake at First National Bank. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Wealth management Founder/Business Owner Retired
user avatar

Heather V

Series 66

Jonesboro, AR

Stephens

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Merrill and Bank of America. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Wealth management Founder/Business Owner Retired
user avatar

John G

Series 66

Jonesboro, AR

Stephens

John Gay Jr. is a financial advisor at Stephens with a Series 66 designation and 10 years of industry experience. He has been with Stephens since 2015 in various capacities. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit organization focused on cemetery maintenance in Beech Grove, Arkansas. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process supported by in-house research and offers a range of client platforms and specialized strategies.

Wealth management Founder/Business Owner Retired
user avatar

Jeffery P

Series 66

Jonesboro, AR

Valic Financial Advisors

Jeffery Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")