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Carrie Quraishi

Advisor at Quraishi Wealth Management

Updated today

Location

Jonesboro, AR 72401

Credentials

Series 63, Series 65, Series 66

Industry experience

12 years

About

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.

Client services

Based on Quraishi Wealth Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Quraishi Wealth Management

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

Occupation focus

Based on Quraishi Wealth Management

Attorney

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Fee options

Fixed

Financial planning fixed fees between $1,000 and $10,000

Percentage

$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $3,000,000: 1.00% annually Over $3,000,000+: 0.80% annually

Commissions

Insurance products commissions earned by principal as independent insurance agent

Subscriptions

Ongoing financial planning fixed quarterly fee of $800-$1,000

Other

Fee-only: Financial planning fixed fees between $1,000 and $10,000; ongoing financial planning $800-$1,000 quarterly in advance

Location

2915 Browns Lane

Jonesboro, AR 72401

Most active in

Arkansas · Texas

Work history

SOFOS Investments, Inc.

2018 - 2019 (1 year)

Independent insurance agent

2017 - Present (9 years)

Quraishi Wealth Management LLC

2015 - Present (11 years)

Quraishi Law Firm PLLC

2013 - Present (13 years)

Disclosures

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

Business activities & affiliations

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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

Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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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
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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
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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
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Billie O

CFP®, Series 63, Series 65

Jonesboro, AR

Coppell Advisory Solutions LLC

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.

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