Clientfirst Wealth Management
Clientfirst Wealth Management (CRD# 120286) is a financial advisory firm headquartered in Little Rock, AR. They manage $156,974,493 in 58 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management157MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$2,706,457
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Mahaffy (CRD# 1259126) is an Investment Advisor Representative working at Clientfirst Wealth Management in Little Rock, AR and has over 34 years of experience in the finance industry. Edward Mahaffy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.