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10 advisors near 71040
Out of 400,000+ nationwide
Jeremy P
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.
John C
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
John Cristler is a financial advisor at Meriwether Wealth & Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group and in educational roles at Louisiana Tech University and North Desoto High School. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets with a combination of direct management and outside managers.
Tracy C
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with four years of industry experience. Prior to joining Meriwether Wealth & Planning in 2021, Campbell worked at b1BANK for seven years. Outside of advising, Campbell is the owner of TLC Self Storage LLC and operates as a vendor at two local antique malls. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $263 million in discretionary assets with a multi-faceted investment approach that includes direct management and third-party managers.
Mark G
CFP®
Minden, LA
Meriwether Wealth & Planning, LLC
Mark Green is a CFP® professional at Meriwether Wealth & Planning, LLC with one year of industry experience. Prior to joining Meriwether Wealth & Planning, he worked in physical therapy roles at Sports Orthopedic & Spine Therapy, Concentra Physical Therapy, and University Health. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets.
Andrew P
CFP®, Series 66
Minden, LA
Meriwether Wealth & Planning, LLC
Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.
Ryan R
CFP®, Series 63, Series 65
Plano, TX
LPL Financial
Ryan Rayburn is a CFP® professional affiliated with LPL Financial, based in Plano, TX, with 22 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for ten years before joining LPL Financial. Outside of his advisory role, he is involved with Strategic Wealth Partners PLLC, focusing on non-variable insurance and investment-related activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs across a broad platform.
Risdon W
CFP®, ChFC®, Series 63
Plano, TX
LPL Financial
Risdon Woodard III is a CFP® and ChFC® with 50 years of industry experience. He is currently affiliated with LPL Financial and previously spent nearly five decades at Lincoln Financial Advisors Corporation. Outside of his advisory work, he is involved in multiple business entities primarily for tax and investment purposes. 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 asset management solutions supported by an in-house research team and a large network of investment adviser representatives.
Brian M
Series 66
Homer, LA
Edward Jones
Brian Meeker is a financial advisor with Edward Jones in Homer, Louisiana, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 following six years at Enterprise Computing Services. Outside of advising, Meeker owns and operates Mammoth Equipment Rental LLC, a local equipment rental business. 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Micah H
Series 66
Mindon, LA
LPL Financial
Micah Hanson is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Richland State Bank and Investment Professionals Inc. Outside of his advisory work, Hanson is the owner of Hanson Farm & Timber LLC and is a member and manager of MC Holding LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, 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.
Robert W
Series 66
Minden, LA
Edward Jones
Robert White is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds a Series 66 designation. 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 and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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10 advisors near 71040
Out of 400,000+ nationwide