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5 advisors near 38652
Out of 400,000+ nationwide
Michael A
Series 63, Series 65
New Albany, MS
LPL Financial
Michael Alef is a financial advisor with LPL Financial in New Albany, MS, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Bank of New Albany since 2001 and Sorrento Pacific Financial, LLC since 2005. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
William E
Series 63, Series 66
New Albany, MS
Edward Jones
William Easterling is a financial advisor with Edward Jones in New Albany, MS. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, having worked at Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Tony C
Series 66
Myrtle, MS
LPL Financial
Tony Choi is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team, delivering both strategic and tactical portfolio options.
Matthew P
Series 63, Series 66
New Albany, MS
LPL Financial
Matthew Purvis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Edward Jones, Sorrento Pacific Financial LLC, and BNA Bank. He is based in New Albany, MS, and has involvement in non-variable insurance activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with model portfolios and a variety of investment options, combining large-scale advisory operations with an extensive range of non-advisory products.
Samuel H
Series 63, Series 65
New Albany, MS
LPL Financial
Samuel Hardin is a financial advisor with LPL Financial in New Albany, MS, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at BNA Bank, CUSO Financial Services, AltoIRA, Regions Bank, and Republic Finance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and lending services.
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5 advisors near 38652
Out of 400,000+ nationwide