Laurie
Pinner
Mustard Seed Wealth Management
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About this Advisor
Laurie Pinner is a financial advisor who works out of Hope, Arkansas with a total of 10 years of industry experience. Pinner is an employee of Mustard Seed Wealth Management. Throughout their career, they have worked at H.D. Vest Investment Services, Willis Financial Services and Mustard Seed Financial, LLC. Pinner holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas, Louisiana and Texas. Mustard Seed Wealth Management is a financial advisory company headquartered in Magnolia, AR. The company has offices in six locations and a total of 11 people on staff. It handles $313 million in assets between its 1,539 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves 29 charities and foundations. Of its 1,539 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. Mustard Seed Wealth Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees depend on the financial services provided. However, fee types billed by Mustard Seed Wealth Management most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mustard Seed Wealth Management Brokerage Details
$313,017,596
11
1,539
$203,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Laurie Pinner Work History
Laurie has been registered as a financial advisor for 10 years.*
Mustard Seed Financial, LLC
H.D. Vest Investment Services
Willis Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laurie Pinner 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 Mustard Seed Wealth Management
Hope, AR
Texarkana, TX
Magnolia, AR
Magnolia, AR
Magnolia, AR
El Dorado, AR
Magnolia, AR
Magnolia, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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