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Phyllis Ann Achor

Stephens

Little Rock, AR

CRD 1465724

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Employer firm

Stephens CRD 3496

$18.0B regulatory AUM 170 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Stephens

111 Center St, Little Rock, AR 72201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-26
AR RA APPROVED 2026-01-22
  • TX RA
    APPROVED_RES
    Since 2026-01-26
  • AR RA
    APPROVED
    Since 2026-01-22

Branch Locations

111 Center Street, Little Rock, AR 72201-3507 • 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
Bok Financial Securities, Inc. Little Rock AR 06/2010 08/2025
Bokf, Na Little Rock AR 06/2010 08/2025
Stephens Little Rock AR 01/2026 Present
Unemployed Little Rock AR 09/2025 12/2025
  • 06/2010 → 08/2025
    Bok Financial Securities, Inc.
    Little Rock, AR
  • 06/2010 → 08/2025
    Bokf, Na
    Little Rock, AR
  • 01/2026 → Present
    Stephens
    Little Rock, AR
  • 09/2025 → 12/2025
    Unemployed
    Little Rock, AR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-27
S63 Uniform Securities Agent State Law Examination 1998-02-11
  • S65 Uniform Investment Adviser Law Examination
    2006-11-27
  • S63 Uniform Securities Agent State Law Examination
    1998-02-11
Other Names
  • Phyllis Ann Matthews

View on SEC IAPD

Nearby Firms

EDWARD JONES
ARVEST WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Thomas Milton Howard
Ammie Thompson
Chera Kaye Moore

Nearby Offices

EDWARD JONES · LITTLE ROCK, AR
ARVEST WEALTH MANAGEMENT · LITTLE ROCK, AR
STATE FARM INVESTMENT MANAGEMENT CORP. · Little Rock, AR

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