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Paul Saylors

Advisor at Cambridge Investment Research Advisors — Tupelo, MS

Updated today

Credentials

Series 63, Series 66

Experience

8 years

Location

Tupelo, MS 38804

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,203 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Paul Saylors is a financial advisor with Cambridge Investment Research Advisors in Tupelo, MS, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Edward Jones for six years and has been involved in an insurance and benefits business as the owner of Saylors Strategic Wealth PLLC. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, across multiple custody platforms with options for discretionary and non-discretionary management.

Client services

Based on Cambridge Investment Research Advisors

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

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Tupelo, MS

607 B West Main Street

Tupelo MS 38804

Advisors at this office

1

Most active in

Mississippi

Work history

8 years of industry experience

Cambridge Investment Research Advisors, Inc.

2025 - Present • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2025 - Present • 1 year

Fairfield, IA

Edward Jones

2019 - 2025 • 6 years

St Louis, MO

Unemployed

2017 - 2019 • 2 years

Saltillo, MS

J&B Services

2016 - 2017 • 1 year

Tupelo, MS

Unemployed

2016 - 2016 • 1 year

Satlillo, MS

Natchez Trace Golf Club

2014 - 2016 • 2 years

Saltillo, MS

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
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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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