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Brian Davis

Advisor at LPL Financial

Updated today

Location

Kosciusko, MS 39090

Credentials

Series 66

Industry experience

< 1 year

About

Brian Davis is a financial advisor with LPL Financial in Kosciusko, MS, holding a Series 66 designation. He has been with LPL Financial since 2018 and previously worked at The Citizens Bank of Philadelphia from 2015 to 2018. In addition to his advisory role, he operates Davis Tax Service, LLC, a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

101 Veterans Memorial Dr

Kosciusko, MS 39090

Most active in

Alabama · Mississippi

Work history

LPL Financial

2018 - Present (8 years)

Redbud Insurance Agency

2018 - Present (8 years)

The Citizens Bank of Philadelphia

2015 - 2018 (3 years)

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

Michael H

Series 66

Kosciusko, MS

Empower Advisory Group

Michael Hatcher is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2025. His prior experience includes positions at Agia, Valic Financial Advisors, and Renasant Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Scicile L

Series 66

Kosciusko, MS

LPL Financial

Scicile Lindsay is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2014 and concurrently owns and operates Lindsay CPA Firm, providing tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Austin P

Series 66

Kosciusko, MS

Ameriprise

Austin Parker is a financial advisor with Ameriprise in Kosciusko, MS, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at the Social Security Administration and held teaching positions at Kosciusko Junior High School and Tishomingo County High School. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a centralized team supporting retirement income consulting.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sheridan M

Series 66

Kosciusko, MS

Ameriprise

Sheridan Mitchell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to that, he was employed at Hudspeth Regional Center and Mississippi State University. Ameriprise is an institutional firm that offers a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm provides comprehensive, research-backed recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert M

Series 63, Series 65

Kosciusko, MS

Ameriprise

Robert Mac Kenzie is a financial advisor with Ameriprise in French Camp, MS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor since 2005. Outside of advising, he serves as president on the board of Complete In Christ Ministries and owns a business specializing in payroll management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations delivered in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan L

Series 66

Kosciusko, MS

LPL Financial

Ryan Lindsay is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a partial owner and recreational pilot in the Kosy Flying Club. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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