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
CFP®, Series 66
Experience Industry experience
3 years
Location
Amory, MS 38821
Robert Baird & Co.
Institution
Richard Earnest is a CFP® and Series 66 credentialed advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird, he worked for seven years at Watkins, Ward, & Stafford, PLLC, and serves as a helicopter pilot in the Mississippi Army National Guard. He is also a board member and trustee for the Chickasaw County School Board and serves on the boards of the Houston Scout Foundation and Houston Country Club. Richard is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and technology.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
Amory, MS
206 North Main Street
Amory MS 38821
Advisors at this office
1
Florida · Mississippi · Texas
3 years of industry experience
Robert W Baird & Co., Inc
2023 - Present • 3 years
Tupelo, MS
Watkins, Ward, & Stafford, PLLC.
2016 - 2023 • 7 years
Houston, MS
Mississippi Army National Guard
2004 - Present • 22 years
Jackson, MS
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Fulton, MS
First Heartland Consultants, Inc.
John Ellis is a financial advisor with First Heartland Consultants, Inc. in Fulton, MS, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at First Heartland Capital Inc since 2018 and previously at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society from 2016 to 2018. Ellis serves as a board member for the Itawamba County Development Council, where he volunteers to help promote and attract new businesses. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, financial planning, and a model-based self-directed brokerage account program, with advisory services delivered through independent representatives using various analytical and asset allocation techniques.
CFP®, Series 66
Aberdeen, MS
Edward Jones
Randall Rollins is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Edward Jones in Aberdeen, MS. He has worked at Edward Jones since 2017 and previously held independent contractor roles with several firms in 2016 and 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
CFP®, Series 63, Series 66
Aberdeen, MS
Edward Jones
Nolan Bowen is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He holds Series 63 and Series 66 licenses and is based in Aberdeen, Mississippi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 63, Series 66
Amory, MS
Edward Jones
Jason Heleniak is a financial advisor with Edward Jones in Amory, Mississippi, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and additional financial services.
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