Terry Castleberry

Advisor at Edward Jones

Updated today

Location

Heber Springs, AR 72543

Credentials

Series 63, Series 66

Industry experience

25 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning

Location

110 Tulaka Blvd Ste D

Heber Springs, AR 72543

Most active in

Arkansas · Texas

Work history

Edward Jones

2000 - Present (26 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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Jeannette T

Series 66

Heber Springs, AR

Hulsey Capital Management, Inc.

Wealth management College savings (529s, UTMA, etc.)
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Margaret M

Series 66

Heber Springs, AR

LPL Enterprise

Margaret Mcentire is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, LPL Financial, Worth Wealth Management, and Valley Bank & Trust. She serves as a non-profit board member of the Rotary Club of Cleburne County. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Kristopher F

Series 66

Fairfield Bay, AR

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics

Kevin F

Series 63, Series 66

Fairfield Bay, AR

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management
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Christine S

Series 63, Series 65

Heber Springs, AR

Cetera

Christine Schlicker is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera since 2021, with prior experience at VOYA Financial Advisors and Integrity Financial, where she serves as president. Outside of her advisory role, she is involved in the sales and service of fixed insurance products through Integrity Financial, Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions, supported by a unique integration of retirement and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kimberley O

Series 66

Heber Springs, AR

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics
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