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Richard M

Series 63, Series 65

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Richard Moore is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Benjamin F. Edwards in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Howell T

CFP®, Series 63

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Howell Taylor is a CFP® professional with 39 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2015. He holds the Series 63 license and is based in Hattiesburg, MS. Outside of his advisory role, he serves as co-trustee for a family trust in Atlanta, GA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with periodic strategic reviews.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Dustin A

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Dustin Autry is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Benjamin F. Edwards since 2021 and previously spent eight years at Citizens National Bank. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Joseph H

Series 63, Series 65

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Joseph Hurston Sr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Hurston has been with Benjamin F. Edwards since 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Robert S

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Robert Simmons is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Simmons has minority ownership interests in family-funded investment entities related to oil and gas and mineral rights. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Mark J

Series 63, Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Mark Jackson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has a 50% ownership interest in a toy and doll store managed by his wife. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with periodic strategic reviews and oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Ryan P

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Ryan Pollacci is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Benjamin F. Edwards since 2017, previously working briefly at Wells Fargo Clearing and spending ten years at Taylor Farms. Outside of his advisory role, Pollacci has interests in managing short-term rental properties in Oxford, MS. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment solutions utilizing both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Forrest H

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Forrest Hartel is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 license with two years of industry experience. Prior to joining Benjamin F. Edwards in 2024, he was involved with Yak Access, LLC for 15 years. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining in-house trading capabilities with third-party manager oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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