Harriet
Bynum

Castleview Partners, LLC

CRD#1801192
Investment Advisor
in Little Rock, AR

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About this Advisor

Harriet Bynum is a financial advisor based in Little Rock, Arkansas, working with Castleview Partners, LLC. Harriet has previously held positions at John Hancock Mutual Life Insurance Company, Bynum Investment Service, Hornor, Townsend & Kent, Inc, and Argenta Wealth Management. Harriet has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas and Texas. Currently, Harriet is part of Castleview Partners, LLC, which operates out of Little Rock, Arkansas. The firm has 6 offices and 18 employees. The firm manages assets totaling $270.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Castleview Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Little Rock, AR

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Castleview Partners, LLC Brokerage Details

Total Assets Under Management

$269,982,571

AR Average: $3,042,739,679
Total Number of Employees

18

AR Average: 49
Total Number of Accounts

1,308

AR Average: 2,315
Average Account Size

$206,409

AR Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Harriet Bynum Work History

1999 - Present (25 years)

Hornor, Townsend & Kent, Inc

1999 - Present (25 years)

Argenta Walth Management

1994 - Present (30 years)

Bynum Investment Service

1992 - Present (32 years)

John Hancock Mutual Life Insurance Compa

Disclosures

Please visit the SEC profile of Harriet Bynum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Castleview Partners, LLC

Joanne Chapman
Herriman, UT
Robert Emrich
Austin, TX
Ian Fritz
Plano, TX
Michael Lynch
Miami, FL
Homero Diaz
Miami, FL
Matthew Marquis
Des Plaines, IL
Julian Johnson
Plano, TX
David Cain
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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