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5 advisors near 31014
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Heath H
CFP®, Series 63, Series 65, Series 66
Kathleen, GA
Origin Investment Advisory LLC
Heath Hampton is a Certified Financial Planner® with 12 years of industry experience. He currently works at Origin Investment Advisory LLC and has held prior roles at LPL Financial, Facet Wealth, and as a self-employed advisor. Outside of financial advising, he serves as a fractional CFO and business operations planner at Family Specialty Care. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering AI-driven advice and automated index investing. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, and operates with a subscription fee structure rather than percentage-of-AUM fees.
Brantley W
Series 63, Series 65
Bonaire, GA
integrity Advisory Solutions
Brantley Whitley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has operated his own advisory business since 2011 and joined Integrity Advisory Solutions in 2024. Outside of his advisory work, he is a partner in Price Wise Printing LLC, a direct mail marketing reseller. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to manage a range of investment strategies.
Ben C
Series 66
Hawkinsville, GA
Edward Jones
Ben Cravey III is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as chair-elect on the board of directors for the Hawkinsville-Pulaski County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Jason L
Series 66
Hawkinsville, GA
Edward Jones
Jason Lord is a financial advisor with Edward Jones in Hawkinsville, GA, holding a Series 66 designation and two years of industry experience. He previously worked at Planters First Bank for three years and SunMark Community Bank for eleven years before joining Edward Jones in 2023. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Roger G
Series 63, Series 65
Cochran, GA
LPL Enterprise
Roger Gilbert is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and was affiliated with Pruco Securities, LLC from 1992 to 2024. In addition to his advisory role, Gilbert is a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.
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5 advisors near 31014
Out of 400,000+ nationwide