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Miranda Dubberly

Advisor at New Wave Wealth Advisors

Updated today

Location

Springdale, AR 72764

Credentials

Series 66

Industry experience

3 years

About

Miranda Dubberly is a financial advisor with New Wave Wealth Advisors in Springdale, AR, holding a Series 66 designation and two years of industry experience. Prior to joining New Wave Wealth Advisors, she worked at Arvest Wealth Management and Arvest Bank. New Wave Wealth Advisors provides discretionary asset management and portfolio supervision for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning and retirement plan consulting as part of its services.

Client services

Based on New Wave Wealth Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on New Wave Wealth Advisors

Active portfolio management

Fee options

Percentage

Up to 2.50% annually (negotiable)

Location

4403 S Thompson St, Ste 1

Springdale, AR 72764

Most active in

Arkansas

Work history

New Wave Wealth Advisors

2024 - Present (2 years)

Arvest Wealth Management

2021 - 2024 (3 years)

Arvest Bank

2019 - 2021 (2 years)

Arvest Bank

2018 - 2019 (1 year)

Verizon Cellular Sales

2017 - 2018 (1 year)

Henderson State University

2017 - 2017 (1 year)

Henderson State University

2017 - 2017 (1 year)

Glow Tanning Salon

2014 - 2017 (3 years)

Henderson State University

2013 - 2017 (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

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CFA®, Series 66

Fayetteville, AR

Duck State Financial

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Active portfolio management Concentrated stock management Founder/Business Owner
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Stephen C

Series 65

Rogers, AR

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Wealth management
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Series 63, Series 65, Series 66

Fayetteville, AR

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James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at SignalPoint Asset Management, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory role, he is a partner in Oooweee, LLC, an entity involved in commercial real estate. SignalUp Wealth, LLC is a small independent firm providing discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm also offers consulting and planning services for qualified retirement plans and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning Cash flow / budgeting Founder/Business Owner
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John C

Series 66

Fayetteville, AR

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John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

Spicer Capital

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

Real estate investing Annuities General tax planning
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