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322 advisors near
29860
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Ned K
Series 66
Aiken, SC
Edward Jones
Ned Kough is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail at Belk. Outside of his advisory role, he has experience working in inventory management for a retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs and investment solutions with a nationwide network of advisors and branch offices.
Randall S
Series 66
Augusta, GA
Morgan Stanley
Randall Snipes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.
James L
Series 66
Evans, GA
Edward Jones
James Lambert is a Series 66 licensed financial advisor with Edward Jones in Evans, GA, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, he is involved in managing a rental property in Martinez, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.
Caroline H
Series 66
Augusta, GA
STIFEL
Caroline Hardy is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. Prior to joining Stifel in 2022, she worked for ten years at Hull Property Group and Gemini Construction Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Nolan B
Series 63, Series 65
Augusta, GA
STIFEL
Nolan Baird Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment strategy is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
William B
Series 66
Augusta, GA
LPL Financial
William Brigham Jr. is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is involved with Brigham Capital & Investments LLLP and serves in a fiduciary capacity for the William B Brigham Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.
David M
Series 63, Series 65
Augusta, GA
Morgan Stanley
David Mcdaniel is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.
Albert M
Series 63
Augusta, GA
Ameriprise
Albert Miller Jr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 designation and has been with Ameriprise since 2005, including its affiliated entity Ameriprise Financial Services, Inc. Prior to his current role, he worked within the same firm structure for 15 years. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Scott S
Series 63, Series 65
Augusta, GA
STIFEL
Scott Sewell is a financial advisor at Stifel with 35 years of industry experience, including 17 years at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Augusta, GA. Outside of his advisory role, he serves on the Capital Campaign Committee for Redeemer Church, assisting with fundraising efforts for a new church building. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses and asset allocation guidance.
James L
Series 63, Series 66
Aiken, SC
J.P. Morgan Securities
James Lovuolo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James began his educational journey at Pocono Mountain, where he earned his High School Diploma/GED. He also attended Coastal Carolina University, although no degree was conferred. This background supports his role in providing financial advice and investment management to his clients.
Joshua L
Series 63, Series 66
Augusta, GA
Cetera
Joshua Linton is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial, Queensborough National Bank, and Avantax. He is the owner and organizer of JLMK LLC dba Noble Oak Financial, providing a range of financial planning and business succession services. Additionally, he serves as a notary public in Richmond County, GA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures, with more than 10,000 advisors managing over $256 billion in assets.
Justin P
Series 63, Series 65
Augusta, GA
Raymond James & Associates
Justin Preissler is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Brett W
Series 66
Augusta, GA
Merrill
Brett Wilson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2012, he has focused on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals. He creates customized wealth management plans designed to help clients navigate the road to and through retirement, addressing concerns such as outliving their money through problem-solving financial strategies. With experience in the financial services industry since 2009, Brett offers expertise in areas including college education planning, divorce transition planning, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and managing new wealth. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brett earned his Bachelor's degree in Economics and Commerce from Hampden-Sydney College. Brett is involved in his community through volunteer work with the Boys and Girls Club of Greater Augusta. Outside of his professional pursuits, he enjoys fishing, football, hunting, and spending time with his family.
Andrew W
Series 66
Augusta, GA
Raymond James Financial
Andrew Williams III is a financial advisor with Raymond James Financial in Augusta, GA, holding a Series 66 designation and 10 years of industry experience. He has worked with multiple Raymond James entities since 2015 and is a 42% owner and operator of Douglas & Williams Financial Group LLC. Williams serves as president of the PTO at St. Mary on the Hill Catholic School and participates on its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers personalized, non-discretionary planning and consulting supported by analytical modeling, with a range of advisory programs and specialized municipal and SIMPLE IRA advisory services.
Jamin K
Series 63, Series 66
Aiken, SC
Merrill
Jamin King is an Associate Resident Director at Merrill, specializing in financial advisory services. He joined Merrill in 2014 after spending five years at Edward Jones as a financial advisor and began his financial services career in 2007 at Fidelity Investments focusing on private wealth and derivative trading. Prior to his career in finance, he served in the United States Navy as an Operation Specialist, a background that informs his disciplined approach to client relationships and clear communication. Jamin's expertise includes executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and small business strategies. He serves a referred clientele across South Carolina and more than ten other states, including active and retired business owners, C-suite executives, attorneys, physicians, and multiple generations of families. Jamin is a Certified Exit Planning Advisor (CEPA), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Outside of his professional life, Jamin is involved with several community organizations, serving as Board Chairman of the Salvation Army Boys and Girls Club of Aiken and as a Board Member of United Way Aiken County. He is also affiliated with the Veterans of Foreign Wars. Jamin holds a diploma from Brookland Cayce High School and values spending time with his wife and their five children.
Joel J
Series 63, Series 65
Aiken, SC
Ameriprise
Joel Johnson is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Day of Days Productions, a business focused on historical memorabilia. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm serves a large client base through a variety of advisory, brokerage, and insurance solutions.
Brian T
Series 66
Augusta, GA
Morgan Stanley
Brian Teffeteller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved in property management in Augusta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.
Raziyah W
Series 66
Augusta, GA
Merrill
Raziyah Williams is a financial advisor with Merrill in Augusta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and LPL Financial. Outside of finance, she manages a cleaning services company, Running Things Cleaning Services, and owns businesses organizing self-development retreats and coordinating travel services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Andrew C
Series 66
Aiken, SC
Edward Jones
Andrew Cox is a financial advisor with Edward Jones in Aiken, South Carolina, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for the Aiken County Public School District. Outside of finance, he is co-owner of South Carolina Computer Company LLC, a hobby business focused on purchasing and repairing high-end computer equipment and arcade machines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Kevin E
Series 66
North Augusta, SC
Mass Mutual Investors Services
Kevin Eidell is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of experience in the financial industry, having previously worked at Ameriprise and Cuna Brokerage Services. In addition to his advisory role, he is also involved in insurance sales, focusing on individual life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning relationships and offers specialized programs including estate settlement and employer-sponsored planning.
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Finding advisors...
322 advisors near
29860
within the area shown on the map
Out of 400,000+ nationwide