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RS

Richard B. Simpson

GARLAND AND GREENWOOD WEALTH ADVISORS LLC
Little Rock, AR 72223
Some features on this profile are disabled
CRD#: 2451373
RS

Professional summary


Richard Bryan Simpson, who also goes by Dick Simpson, is a registered financial advisor currently at GARLAND AND GREENWOOD WEALTH ADVISORS LLC located in Little Rock, Arkansas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Richard has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dick Simpson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Financial Dynamics; Investment-related; 40 Rahling Circle, Little Rock AR; Annuity and life insurance sales and investment advisory DBA; Owner/President; Started 04/1991; 40 hours per week all during securities trading hours; Independently sell insurance annuities, life insurance, and investment advisory.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Bryan Simpson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 23, 2025 - Present

GARLAND AND GREENWOOD WEALTH ADVISORS LLC

Office #1: 40 Rahling Circle, Little Rock, AR 72223
RIA
CRD#: 318815
Little Rock, AR
Past

August 18, 2020 - June 25, 2025

PORTFOLIO MEDICS, LLC

RIA
CRD#: 145958
Little Rock, AR
Past

May 11, 2016 - June 1, 2020

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Little Rock, AR
Past

March 5, 2012 - April 7, 2016

DYNAMIC FINANCIAL MANAGEMENT, LLC

RIA
CRD#: 159810
LITTLE ROCK, AR
Past

August 1, 2011 - February 27, 2012

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
LITTLE ROCK, AR
Past

July 12, 2011 - December 31, 2011

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
LITTLE ROCK, AR
Past

October 27, 2009 - November 2, 2010

ST. BERNARD FINANCIAL SERVICES, INC.

RIA
CRD#: 36956
LITTLE ROCK, AR
Past

October 26, 2009 - November 2, 2010

ST. BERNARD FINANCIAL SERVICES, INC.

BD
CRD#: 36956
LITTLE ROCK, AR
Past

December 20, 2007 - February 5, 2008

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
LITTLE ROCK, AR
Past

May 23, 2007 - October 27, 2009

VEACH FAMILY FINANCIAL

RIA
CRD#: 115798
LITTLE ROCK, AR
Past

November 21, 2006 - May 1, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
NORTH LITTLE ROCK, AR
Past

May 3, 2006 - November 22, 2006

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

March 31, 2005 - January 25, 2006

MERIDIAN INVESTMENT ADVISORS

RIA
CRD#: 110216
LITTLE ROCK, AR
Past

September 12, 2003 - December 13, 2004

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
BRENTWOOD, TN
Past

May 19, 2003 - December 13, 2004

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

July 15, 1998 - October 29, 2001

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

January 15, 1998 - June 11, 1998

ARGENT INVESTMENT SERVICES, INC.

BD
CRD#: 25624
RUSTON, LA
Past

February 26, 1996 - November 17, 1997

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

March 2, 1994 - February 26, 1996

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(10/23/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/17/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GA
GARLAND AND GREENWOOD WEALTH ADVISORS LLC
ARKANSAS WEALTH MANAGEMENT | GARLAND AND GREENWOOD WEALTH ADVISORS LLC | GARLAND & GREENWOOD WEALTH ADVISORS LLC | CRISWELL WEALTH MANAGEMENT

CRD#: 318815 / SEC#:

Arkansas
Registered Investment Advisory firm - (5/3/2022 Approved)
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Contact information


Main Address
7915 Hwy 300, Roland, AR 72135
Mailing Address
Phone number
(501) 954-7776
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts477
AUM (Assets Under Management)$ 53,371,548

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GARLAND AND GREENWOOD WEALTH ADVISORS LLC

CRD#: 318815Little Rock, AR 72223

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