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Lindsey Charles

Greenwood Gearhart, LLC

Fayetteville, AR

CRD 7282565

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Employer firm

Greenwood Gearhart, LLC CRD 110379

$1.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Greenwood Gearhart, Llc

26 E Center St, Fayetteville, AR 72701-4278 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-07
  • TX RA
    APPROVED_RES
    Since 2025-10-07

Branch Locations

26 E Center St, Fayetteville, AR 72701-4278 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Mountain Money Management Rogers AR 05/2020 09/2024
Walmart Bentonville AR 10/2014 05/2020
Greenwood Gearhart, Inc. Fayetteville AR 10/2024 06/2026
Greenwood Gearhart, Llc Fayetteville AR 06/2026 Present
  • 05/2020 → 09/2024
    Boston Mountain Money Management
    Rogers, AR
  • 10/2014 → 05/2020
    Walmart
    Bentonville, AR
  • 10/2024 → 06/2026
    Greenwood Gearhart, Inc.
    Fayetteville, AR
  • 06/2026 → Present
    Greenwood Gearhart, Llc
    Fayetteville, AR

View on SEC IAPD

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TEKTON WEALTH ADVISORS · LOWELL, AR
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