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Thomas Dwight Eldred

Advisor at LPL Financial — Hernando, MS 500 E Commerce St.

Updated today

Credentials

Series 66

Experience

1 year

Location

Hernando, MS 38632

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Thomas Eldred is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked for First Horizon Bank and First Horizon National Corporation for a combined 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Hernando, MS 500 E Commerce St.

500 E Commerce St.

Hernando MS 38632

Advisors at this office

3

Most active in

Mississippi

Work history

1 year of industry experience

LPL Financial

2025 - Present • 1 year

Memphis, TN

First Horizon bank

2022 - Present • 4 years

Southaven, MS

First Horizon bank

2017 - 2022 • 5 years

Southaven, MS

First Horizon National Corporation

2007 - 2017 • 10 years

Memphis, TN

Disclosures

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

Business activities & affiliations

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Christopher E

Series 63, Series 65

Olive Branch, MS

Olive Branch Capital, LLC

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

Annuities
user avatar

William C

Series 63, Series 65

Olive Branch, MS

Olive Branch Capital, LLC

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Annuities
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Randy L

Series 65

Hernando, MS

Apricity Financial, LLC

Randy Long is a financial advisor at Apricity Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Apricity Financial, he worked at Addicus Advisory, LLC and Addicus, LLC, and spent twelve years at First Horizon Bank. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach emphasizes fundamental analysis, long-term strategies, and diversified, low-cost exchange-traded funds, with portfolios managed primarily on a discretionary basis.

Passive / index investing Private / alternative investments Retirement withdrawal strategies General retirement planning Founder/Business Owner Retired
user avatar

Jared C

Series 66

Hernando, MS

J. W. Cole Advisors, Inc.

Jared Crow is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several related firms within the J.W. Cole network, including Comprehensive Financial Consultants, Inc. and J.W. Cole Financial, Inc. Prior to his advisory career, his work experience includes roles in banking and retail. J. W. Cole Advisors, Inc. operates a large network of over 480 advisors providing fee‑based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a range of discretionary and non-discretionary strategies that incorporate fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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David S

Series 63, Series 66

Walls, MS

Independent Advisor Alliance, LLC

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for more than 16 years. In addition to his advisory work, he is involved with Champion Adjusters, LLC as an independent adjuster assisting clients with homeowners claims. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management using multiple strategies and leverages technology platforms to support asset aggregation and digital estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired

Zachary W

ChFC®, Series 66

Hernando, MS

Edward Jones

Zachary Walker is a financial advisor with Edward Jones in Hernando, Mississippi, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also has a background with Native Land Solutions starting in 2006. Outside of his advisory role, he is involved in managing family assets through his sole-owned LLC and assists with his daughters' agricultural bee and honey business. 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 and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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