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
Series 66
Experience Industry experience
8 years
Location
Paoli, IN 47454
LPL Financial
Institution
Wesley Whitfield is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones from 2018 to 2021 and was employed with the Paoli Community School Corporation for six years, where he continues to contribute occasionally through extracurricular activities and driving a school bus. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Paoli, IN W. Water Street
112 W. Water Street
Paoli IN 47454
Advisors at this office
1
Indiana
8 years of industry experience
LPL Financial, llc
2021 - Present • 5 years
Paoli, IN
Edward Jones
2018 - 2021 • 3 years
St Louis, MO
Paoli Communiy School Corporation
2012 - 2018 • 6 years
Paoli, IN
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Paoli, IN
Edward Jones
Andrew Hawkins is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana. He has two years of industry experience and previously worked in education and auction services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.
Series 66
Mitchell, IN
Raymond James & Associates
Jennifer Baker is a Series 66-licensed financial advisor with Raymond James & Associates, based in Mitchell, IN. She has two years of industry experience, including prior roles at the same firm and a background at IU Health Paoli Hospital. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting tailored to client needs.
Series 66
Paoli, IN
Edward Jones
Gretchen Anderson is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana, and has 23 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, Anderson serves as President of the Paoli Chamber of Commerce. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Series 63, Series 66
Mitchell, IN
Raymond James & Associates
James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, Indiana, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory work, he owns rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles, affiliated research, and model manager options.
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