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Eddie Kevin Carnathan

Advisor at Cetera — Grenada, MS

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Grenada, MS 38901

Cetera logo

Cetera

Institution

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Eddie Carnathan is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a board member of the Grenada Public School District, where he participates in policy creation and approval. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various model portfolios or bespoke strategies.

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

Grenada, MS

332 Sunset Drive

Grenada MS 38901

Advisors at this office

2

Most active in

Mississippi · Texas

Work history

22 years of industry experience

Cetera

2014 - Present • 12 years

Grenada, MS

Cetera Investment Services Llc

2013 - Present • 13 years

St. Cloud, MN

Regions bank

2013 - Present • 13 years

Grenada, MS

LPL Financial

2010 - 2013 • 3 years

Edward Jones

2007 - 2010 • 3 years

Grenada, MS

Disclosures

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

Business activities & affiliations

Jenny H

Series 66

Grenada, MS

Edward Jones

Jenny Herron is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles, including positions at the University of Mississippi Medical Center Grenada and Willow Anesthesia. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alfred B

Series 66

Grenada, MS

Cetera

Alfred Brassfield is a financial advisor at Cetera with 8 years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones and Amy K Balimore CPA before joining Cetera in 2022. Brassfield serves as a board member for the North MS Exchange Family Center and is president of the Exchange Club of Grenada. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services nationwide to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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

CFP®, Series 66

Grenada, MS

Edward Jones

James Hutchinson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He manages his personal assets through Hutchinson Investments LLC and is a member of several family-owned entities, including Hulse Plantation LLC and Becka's Place LLC. He also has an inherited mineral lease in Lowndes County, Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Raymond B

Series 63, Series 66

Grenada, MS

Edward Jones

Raymond Bloodworth is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing a convenience store business and property ownership activities in Scobey, Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lynn K

Series 63, Series 65

Grenada, MS

Raymond James & Associates

Lynn Kelly is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she has participated as an assistant proctor for ACT exams at Holmes Community College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

John F

Series 66

Grenada, MS

Edward Jones

John Farrish is a financial advisor with Edward Jones in Grenada, MS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked for nine years at The University of Mississippi Medical Center. Outside of advisory work, Farrish is the owner of Delta Suds LLC, a retail and service business, and a co-owner of Everest Platforms LLC, a manufacturing and retail enterprise where he assists with product design and development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment products, and fiduciary services supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General retirement planning Founder/Business Owner Doctor or Medical Professional Technology Professional
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