Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Paris, MO 65275
LPL Financial
Institution
Courtney Jones is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securities America Advisors and Tpnp (formerly The Paris National Bank), where she has been employed since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Paris, MO
118 North Main
Paris MO 65275
Advisors at this office
1
Missouri
16 years of industry experience
Securities America Advisors
2016 - 2020 • 4 years
Paris, MO
Securities America Inc.
2016 - 2020 • 4 years
Paris, MO
Tpnp Formerly The Paris National Bank
2015 - Present • 11 years
Paris, MO
Detalus Advisors, LLC
2013 - 2015 • 2 years
Hannibal, MO
Securities America Advisors, Inc.
2010 - 2013 • 3 years
Hannibal, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Paris, MO
Building Wealth Financial Advisory LLC
Brock Miller is a financial advisor with Building Wealth Financial Advisory LLC, holding a Series 65 designation and entering the industry with no prior advisory experience. His background includes service in the United States Air Force, two years at a regional bank, and over a decade in the Paris School District. He operates "Building Wealth with Brock," a personal finance education and digital media brand that produces online content on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC provides fee-only fiduciary financial planning and non-discretionary investment advice to individuals, families, high-net-worth clients, and trusts. The firm emphasizes long-term, tax-efficient portfolios using low-cost, diversified passive ETFs and follows a compensation model focused on hourly, fixed-fee, and subscription services without commissions or custody of client assets.
Series 66
Monroe City, MO
OSAIC Institutions, INC.
Seth Bray is a financial advisor at OSAIC Institutions, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at MA Bank and served as the offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.
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