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Lloyd C
Series 63, Series 65
Germantown, TN
FCG Investment Company
Lloyd Crawford is a financial advisor with FCG Investment Company in Germantown, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with FCG Investment Company and related entities since 1996, including prior roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management. Lloyd is also a lawyer and occasionally provides legal advice or services to clients independently of his advisory role. FCG Investment Company offers portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm’s investment strategy focuses on long-term dividend growth and incorporates various analytical methods alongside AI and machine-learning tools, with human oversight to ensure accuracy.
Joseph H
Series 63, Series 65
Memphis, TN
Private Wealth Management, Inc.
Joseph Horner is a financial advisor with Private Wealth Management, Inc. in Memphis, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 24 years with his current firm. Private Wealth Management, Inc. provides individualized, non-discretionary investment management and comprehensive personal financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets across about 125 client relationships, focusing on client objectives and risk profiles while recommending allocations among mutual funds, ETFs, and outside managers.
Gurner L
Series 65
Germantown, TN
FCG Investment Company
Gurner Lipscomb is a financial advisor with FCG Investment Company, holding a Series 65 designation and currently based in Germantown, Tennessee. He has been with FCG Investment Company since 2025 and also works as an analyst for EMC Services, LLC, a management services company. Lipscomb’s career began in 2025 following over a decade as a student. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term, dividend-growth investing, using a wide range of analytical methods and integrates AI and machine-learning tools with human oversight in its investment process.
Davis R
Series 65
Germantown, TN
FCG Investment Company
Davis Rangi is a Series 65-licensed advisor with FCG Investment Company, based in Germantown, TN. He joined the firm in 2026 and has prior experience with the PGA of America and Florida Atlantic University. FCG Investment Company provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term investing with a dividend-growth strategy and employs multiple analytical methods, supported by AI and machine-learning tools alongside human review.
Kenneth R
Series 63, Series 65
Germantown, TN
FCG Investment Company
Kenneth Riffle is a financial advisor at FCG Investment Company with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mid Atlantic Financial Management, Nuveen Asset Management, and Tradewinds Global Investors. He is also an analyst for EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth, and pension clients, using a dividend-growth investment approach supported by various analytical methods and AI tools, with human oversight.
William G
Series 65
Germantown, TN
FCG Investment Company
William Gurner is a Series 65-credentialed financial advisor with 22 years of industry experience. He has been with FCG Investment Company since 2018 and is also an owner of EMC Services, LLC, a management services company. His prior experience includes roles at Mid Atlantic Financial Management, Nuveen Asset Management, and Tradewinds Global Investors. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term dividend-growth investing using a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory methods, supported by AI and machine-learning tools with human oversight.
Scott R
CFP®, Series 65
Memphis, TN
Private Wealth Management, Inc.
Scott Robbins is a CFP® with 22 years of industry experience, currently serving at Private Wealth Management, Inc. in Memphis, TN since 2002. He holds a Series 65 license and works as part of a four-advisor team. Private Wealth Management, Inc. offers individualized, non-discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets and emphasizes tailored advice based on client objectives and risk profiles, with a notable focus on tax preparation services and non-discretionary accounts.
Alston W
Series 63, Series 65
Germantown, TN
FCG Investment Company
Alston Wade is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 licenses and five years of industry experience. He also works as a certified public accountant through Wade Consulting and is involved with a nonprofit conservancy organization. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on long-term, dividend-growth investing using a range of analytical methods and integrates AI and machine-learning tools with human oversight.
Scott S
Series 65
Memphis, TN
Family WMS, LLC
Scott Shows is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 23 years of industry experience. He has been associated with Advocacy Wealth Management Services, LLC since 2006 and Family Wealth Management Inc. since 2003, where he also serves as Chief Financial Officer overseeing the firm’s financial operations. Family WMS, LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and offers financial planning at no extra charge. The firm provides bundled accounting services alongside investment advice focused on asset allocation and the use of third-party money managers, serving a small client base with a high asset-per-client profile.
Michael T
Series 65
Germantown, TN
FCG Investment Company
Michael Thompson is a Series 65 licensed advisor with eight years of industry experience. He has worked at FCG Investment Company since 2018 and previously at Mid Atlantic Financial Management, Inc. from 2018 to 2020. Outside of his advisory role, Thompson serves as a reserve officer for the City of Memphis Police Department, assisting with public events. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, dividend-growth investing supported by a variety of analytical methods and incorporates AI and machine-learning tools with human oversight in its investment process.
Jeremy P
Series 65
Germantown, TN
FCG Investment Company
Jeremy Plyler is a financial advisor at FCG Investment Company with 12 years of industry experience. He holds a Series 65 designation and has worked at FCG Investment Company since 2020, following six years at Mid Atlantic Financial Management, Inc. In addition to his advisory role, he is a partner at Financial Consulting Group, a retirement plan consulting firm and insurance agency. FCG Investment Company provides portfolio management and financial planning services for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment approach focuses on long-term dividend-growth strategies supported by various analytical methods and technology-assisted research, with an emphasis on human review.
Jacob S
CFP®, Series 66
Collierville, TN
IntentGen Financial Partners
Jacob Schatz is a CFP® certificant with 18 years of industry experience, currently affiliated with IntentGen Financial Partners. He previously worked at Thrivent and Purshe Kaplan Sterling Investments in various capacities over a combined 16 years. Outside of his advisory role, he is involved in selling and servicing fixed insurance contracts and participates as a partner in LNS Operations, which supports business-related decisions for IntentGen Financial Partners. IntentGen Financial Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-advisor team approach and uses a variety of investment methods, including modern portfolio theory and quantitative models, to construct individualized portfolios across asset classes.
Mellio S
Series 65
Germantown, TN
FCG Investment Company
Mellio Sulipeck is a financial advisor at FCG Investment Company with 10 years of industry experience. He holds a Series 65 credential and has worked at notable firms including WHBQ FOX13 Memphis and Sector Capital Management. He is also the owner of EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a long-term, dividend-growth investment approach and integrates multiple analytical methods and technology tools, maintaining human oversight in its processes.
Stephen H
Series 65
Memphis, TN
Family WMS, LLC
Stephen House is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 13 years of industry experience. He has been with Family WMS since 2004. Family WMS, LLC serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside complimentary financial planning. The firm also offers bundled accounting services such as bookkeeping, tax preparation, and payroll tax administration, focusing its investment advice on asset allocation and third-party money managers rather than in-house security analysis.
Dennis P
Series 63, Series 65
Germantown, TN
FCG Investment Company
Dennis Plyler is a financial advisor at FCG Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mid Atlantic Financial Management, Inc. He is also a partner in a retirement plan consulting and third-party administration business. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term, dividend-growth investment approach supported by multiple analytical methods and incorporates AI and machine-learning tools alongside human oversight.
Joe M
Series 63, Series 65
Germantown, TN
FCG Investment Company
Joe Meals is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has held roles at EMC Services, LLC, FCG Investment Company, Financial Consulting Group, and ELM Group LLC. Outside of advising, he serves as CFO for a private general contractor firm specializing in new home construction. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on long-term dividend-growth investing, using a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, supported by AI and machine learning tools alongside human review.
George F
CFP®, ChFC®, Series 63, Series 65
Germantown, TN
First Heartland Consultants, Inc.
George Fowler is a financial advisor at First Heartland Consultants, Inc. with 47 years of industry experience. He holds the CFP® and ChFC® designations and has worked at First Heartland Capital Inc. since 2014 and Mutual Of New York since 1975. Fowler serves as president of the Corporate Gardens Condo Association board of directors. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management solutions delivered through a network of independent investment adviser representatives.
David H
Series 63, Series 65
Collierville, TN
AlphaStar Capital Management
David Hall is a financial advisor with AlphaStar Capital Management and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously operated David Hall & Associates for 13 years. Hall is also a CPA providing planning services under the PFS designation through Retirement Risk Advisors and owns an insurance agency offering life and long-term care insurance and annuities. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a range of strategic and tactical investment approaches and uses third-party portfolio construction technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.
Chad C
Series 63, Series 65
Collierville, TN
Nfsg Corporation
Chad Champion is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, National Asset Management, and Wunderlich Securities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis.
Hailey T
CFP®, Series 66
Collierville, TN
Facet
Hailey Thomas is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, she worked with Pinnacle Bank/Pinnacle Financial Partners and Raymond James. She is also associated with Fountain Financial Group and Pinnacle Asset Management, where she meets with clients and banking personnel to coordinate comprehensive financial services. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, delivering advice without charging percentage-of-AUM investment fees.
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Finding advisors...
190 advisors near
38672
within the area shown on the map
Out of 400,000+ nationwide