Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,472,866
Total clients
280
5% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
70
Average account size
$273,117
Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and broader financial planning services for households. The firm delivers account-level investment advice and ongoing wealth-management support typical of team advisory practices.
The firm conducts client education through seminars and workshops, an offering the brochure highlights and that is uncommon among peer teams; the ADV also notes advisors may receive reimbursements related to educational meetings or training events. Advisors are licensed to recommend insurance products, and the brochure discloses that those activities can produce commission-based compensation separate from advisory services.
Several of the firm’s advisers maintain outside business relationships, including registrations with a broker-dealer and affiliation with another wealth management entity, and the firm discloses these additional activities and potential economic benefits. The firm applies a formal compliance review process for advice prior to implementation and discloses routine, modest non-product-tied benefits such as occasional event tickets or small gifts.
Receives commissions from insurance sales through LPL Financial.
Garland and Greenwood Wealth Advisors LLC
7915 Hwy 300
Roland AR 72135, United States
Number of offices
2
Arkansas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Series 63, Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Series 63, Series 66
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Series 66
Roland, AR
Garland and Greenwood Wealth Advisors LLC
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