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Alan James Landrum

Advisor at Cetera — Tupelo, MS

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

1 year

Location

Tupelo, MS 38804

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,125 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Alan Landrum is a CFP® and ChFC® affiliated with Cetera, with one year of industry experience. His prior roles include positions at Van Skiver Financial Services, Raymond James Financial Services, Eagle Strategies, and New York Life. Outside of financial advising, he is an owner of Auto Demand, LLC, a business unrelated to investment activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary account services.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Tupelo, MS

331 West Main Street

Tupelo MS 38804

Advisors at this office

1

Most active in

Mississippi

Work history

1 year of industry experience

Cetera

2026 - Present • 1 year

Tupelo, MS

Cetera Investment Services Llc

2026 - Present • 1 year

Saint Cloud, MN

Van Skiver Financial Services, LLC

2025 - 2026 • 1 year

Madison, MS

Raymond James Financial Services Advisors, Inc.

2025 - 2026 • 1 year

Madison, MS

Raymond James Financial Services, Inc.

2025 - 2026 • 1 year

Madison, MS

Eagle Strategies LLC

2025 - 2025 • 1 year

Ridgeland, MS

NYLife Securities LLC

2025 - 2025 • 1 year

Ridgeland, MS

New York Life Insurance Company

2025 - 2025 • 1 year

Ridgeland, MS

NYLife Securities LLC

2024 - 2025 • 1 year

Ridgeland, MS

Dealershows, LLC

2023 - 2025 • 2 years

Memphis, TN

Auto Demand, LLC

2020 - 2024 • 4 years

West Point, MS

RAC Investment Holdings, LLC

2014 - 2020 • 6 years

Memphis, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robin H

CFP®, Series 63, Series 65

Tupelo, MS

Haire Wealth Management, Inc.

Robin Haire is a CFP® professional with 26 years of experience in the financial services industry. He is the principal advisor at Haire Wealth Management, Inc., an independent firm based in Tupelo, MS, and previously spent over 22 years with LPL Financial. Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, and plan sponsors. The firm offers both nondiscretionary and discretionary portfolio management, beginning client engagements with a written financial plan and employing strategic and tactical asset allocation with risk management tools such as options and warrants.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing General retirement planning
user avatar

Samuel W

Series 65

Tupelo, MS

Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Ryan K

Series 65

Tupelo, MS

Addicus Advisory, LLC

Ryan Kelly is a Series 65-licensed financial advisor with Addicus Advisory, LLC, where he has worked since 2015. He has nine years of industry experience. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals—including high net worth clients—as well as corporations and business entities. The firm customizes investment strategies using model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory, while managing both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Andrew A

Series 63, Series 65

Tupelo, MS

Addicus Advisory, LLC

Andrew Adams is a financial advisor with Addicus Advisory, LLC in Tupelo, MS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Addicus Advisory since 2015 and previously worked at Invest Financial Corp. Adams is involved in managing several affiliated entities, including family office services and private pooled investment vehicles. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, and selection and oversight of third-party money managers, tailoring investment strategies to clients’ objectives and risk tolerance.

Private / alternative investments General retirement planning
user avatar

Stephen M

CFP®, ChFC®, Series 63

Tupelo, MS

Addicus Advisory, LLC

Stephen Miles is a CFP® and ChFC® with 26 years of experience in the financial industry. He is a principal at Addicus Advisory, LLC in Tupelo, MS, where he has worked since 2015. Miles has additional experience with related entities within the Addicus network and has involvement in private pooled investment vehicles. Outside of his advisory work, he is also the owner of a business that sells and transfers custom firearms to a select clientele. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory.

Private / alternative investments General retirement planning
user avatar

Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he worked at Renovations of Mississippi and Response Services. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities, with a focus on discretionary portfolios, fundamental analysis, and long-term investment strategies.

Wealth management
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