Mark Massey
Advisor at Capital Square, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Square, LLC
Location
Little Rock, AR 72205
Credentials
Series 66
Industry experience
15 years
About
Mark Massey is a financial advisor at Capital Square, LLC in Little Rock, AR, holding a Series 66 designation with 15 years of industry experience. He has worked at Capital Square since 2017 and previously spent three years with Bellwether Investment Group. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and employing various strategies as appropriate.
Client services
Based on Capital Square, LLC
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Flat fees for financial planning services, negotiated per client agreement
Hourly rate for financial planning services, negotiated per client agreement
Fee-only: Hourly rate and/or fixed fees for financial planning, negotiable and based on scope and complexity
Location
415 N. Mc Kinley Ste 280 R, Plaza West Bldg
Little Rock, AR 72205
Most active in
Mark M has reported serving >5 clients in these states in the last 12 months.
Arkansas
Work history
Capital Square, LLC
2017 - Present (9 years)
Bellwether Investment Group
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Will H
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
Eric S
CFA®
Alexander, AR
Summerhill & Co., LLC
Eric S
Series 66
Little Rock, AR
Stoffel Financial Advisor's, LLC
Robert B
Series 63, Series 65
Little Rock, AR
Brown & Associates
Roy S
CFP®, Series 63, Series 66
Little Rock, AR
Crosscurrent Wealthmanagement, LLC
Elijah C
Series 63, Series 65
Little Rock, AR
Valuepoint Partners, Inc.
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