Larry Don Nix

Advisor at Edward Jones — Hamilton, AL

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Hamilton, AL 35570

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Larry Nix is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 designations. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and operates Tara Place Christmas Tree Farm, a seasonal business in Hamilton, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Hamilton, AL

1500 Military Street South, Suite 7

Hamilton AL 35570

Advisors at this office

1

Most active in

Alabama · Texas

Work history

23 years of industry experience

Edward Jones

2009 - Present • 17 years

St Louis, MO

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

Chad H

Series 63

Hamilton, AL

Cetera

Chad Harris is a financial advisor with Cetera who holds a Series 63 designation and has 24 years of industry experience. He previously worked at LPL Financial for 15 years and has been affiliated with First National Bank since 2001, where he serves as a for-profit board member. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account management across diverse program structures.

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

Rodney S

Series 66

Hamilton, AL

Wells Fargo Clearing

Rodney Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, Regions Bank, Cetera, Ameriprise Financial Services, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Retired Founder/Business Owner
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