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5 advisors near 37030
Out of 400,000+ nationwide
Thomas W
Series 63, Series 65
Brush Creek, TN
RBC Capital Markets
Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.
Jeffrey M
Series 66
Lancaster, TN
Wells Fargo Advisors
Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.
Denise B
CFP®, Series 63
Lancaster, TN
Cetera
Denise Barrows is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Cetera and BSV CPAs and Wealth Advisors LLC, having previously worked at Avantax Investment Services, Inc. and 1st Global Advisors, Inc. Barrows also serves as president of The Barrows Sollenberger Group, a CPA firm providing tax preparation, consulting, and accounting services, and holds a board position with the Financial Services Institute. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional services with multiple program structures and third-party managed solutions.
Stephen R
Series 63, Series 65
Carthage, TN
Raymond James Financial
Stephen Russell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James since 2009 and also has experience with Wilson Bank & Trust and First Baptist Church Carthage. Outside of advising, Russell is a partner in a local excavating business and a real estate development firm, and he manages a small hobby farm with beef cattle and honey bees. Raymond James Financial Services Advisors serves a wide range of clients, including individuals, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to create tailored financial plans.
Brandon H
Series 66
Carthage, TN
Raymond James Financial
Brandon Harris is a financial advisor with Raymond James Financial in Carthage, TN, holding a Series 66 designation and two years of industry experience. His work history includes roles at Raymond James Financial Services, Wilson Bank & Trust, and Citizens Bank of Carthage. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by proprietary research and a broad affiliate network.
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5 advisors near 37030
Out of 400,000+ nationwide