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153 advisors near
39532
within the area shown on the map
Out of 400,000+ nationwide
Emile K
CFP®, Series 63
Gulfport, MS
Stratos Wealth Partners, Ltd
Emile Koury Jr. is a CFP®-designated financial advisor with 35 years of industry experience, currently serving at Stratos Wealth Partners, Ltd and LPL Financial since 2021. He previously worked at Hancock Investment Services, Inc. and Hancock Bank from 2011 to 2021. Stratos Wealth Partners provides financial planning and investment management services to a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supported by its large network of investment adviser representatives.
Daryl B
Series 66
Biloxi, MS
Centaurus Financial, Inc.
Daryl Bush is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Ameritas Investment Corp. Outside of his advisory role, he is also active as an insurance agent, focusing on Medicare supplements and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.
Natalie S
Series 66
Long Beach, MS
PNC Wealth Management
Natalie Smith is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank for ten years. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment strategies implemented with mutual funds and ETFs.
Marci W
Series 63, Series 66
Gulfport, MS
Stratos Wealth Partners, Ltd
Marci Wilson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior roles include positions at Hancock Bank, Morgan Keegan & Company, UBS Financial Services, and BancorpSouth. Outside of advising, she serves as Chief Operating Officer of MSCO Development, a real estate development firm, and owns an interior design company, Seventh A LLC. She is also involved with the City of Gulfport Election Commission and is a notary. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, model portfolios, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives using a combination of proprietary and third-party strategies.
Ethan S
Series 66
Gulfport, MS
Stratos Wealth Partners, Ltd
Ethan Smith is a financial advisor with Stratos Wealth Partners, Ltd. in Gulfport, MS, holding a Series 66 designation and over 18 years of industry experience. He previously worked with Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. from 2009 to 2017. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting, leveraging both proprietary and third-party strategies through a broad network of investment adviser representatives.
Michael P
Series 63, Series 65
Ocean Springs, MS
Commonwealth Financial Network
Michael Pasvantis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nine years and is the owner and president of Gulf Coast Financial Consultants, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management while offering discretionary model portfolios and multiple program structures.
Thomas S
CFP®, PFS™, Series 63, Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Thomas Schmidt Sr. is a CFP® and PFS™ with 26 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Avl/Wealthcare, LLC and operates a business consulting firm, Velocity Business Advisors, alongside his advisory role. He also provides tax preparation and consulting services through his own business. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party strategies.
Ulysses C
Series 65, Series 63
Biloxi, MS
First Command Advisory Services
Ulysses Chavez is a financial advisor at First Command Advisory Services in Biloxi, MS, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining First Command, he served in the United States Air Force for 23 years and worked at Tyonek Services Group. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved portfolios and third-party managers.
Donald F
Series 63, Series 65
Ocean Springs, MS
Empower Advisory Group
Donald Finn is a financial advisor with Empower Advisory Group in Ocean Springs, MS, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Rebecca J
Series 66
Biloxi, MS
First Command Advisory Services
Rebecca Jarrell is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked primarily within First Command’s affiliated entities since 2022. Outside of her advisory role, she serves as an ombudsman for the U.S. Navy’s NMCB 11, acting as a liaison between the military command and families. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Timothy R
Series 65, Series 63
Gulfport, MS
VOYA Financial Advisors, Inc.
Timothy Roling is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 credentials and 18 years of industry experience. He has been with VOYA Financial and VOYA Financial Advisors since 2014. Outside of advising, he is involved in independent insurance sales and owns rental property, including a condo in Medellin, Colombia. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, offering a variety of financial planning and portfolio management services through multiple program structures. The firm combines SEC-registered advisory and broker-dealer activities and primarily provides non-discretionary recommendations to its clients.
Joshua T
Series 66
Biloxi, MS
Centaurus Financial, Inc.
Joshua Tootle is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Valic Financial Advisors, Agia, Questar Capital Corporation, and Ameritas Investment Corp. Outside of his advisory role, he serves in multiple leadership positions at Vancleave United Methodist Church and participates as a committeeman for New Prospect Methodist Campground. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a mix of discretionary and non-discretionary arrangements, employing fundamental, technical, bottom-up, and top-down analysis methods.
Pitch Blender T
Series 66
Saucier, MS
Empower Advisory Group
Pitch Blender Taylor is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. Prior to joining Empower Advisory Group, Taylor held positions at CUNA Brokerage Services, TruStage, LPL Financial, and Keesler Federal Credit Union. Taylor also serves as a non-profit board member for Obtaining Inward Light Ministries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated service model tied to Empower’s recordkeeping and administrative platforms.
Brett W
Series 63, Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Brett Walker is a financial advisor with Stratos Wealth Partners, Ltd. in Gulfport, MS, holding Series 63 and Series 65 credentials. He has 17 years of industry experience, having worked previously at Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. He also operates advisory services under Van Kirk Wealth Advisors and Harbor Wealth Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.
David B
Series 66
Biloxi, MS
First Command Advisory Services
David Belcher is a Series 66-licensed financial advisor with First Command Advisory Services, bringing nine years of experience in financial planning and advisory roles. Prior to his current position, he served 25 years in the United States Air Force. Outside of his advisory work, he serves as a Second Year Trustee and member of VFW Post 5699, where he audits financial statements and participates in community and fundraising activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Kimberly M
Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Kimberly Marmalich is a Series 65-licensed advisor with Stratos Wealth Partners, Ltd and has three years of industry experience. She is also a partner and CPA at Alexander, Van Loon, Sloan, Levens & Farve PLLC, where she has worked for over two decades. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed portfolios, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.
Percy K
CFP®, Series 63, Series 66
Gulfport, MS
Benjamin F. Edwards & Company, Inc.
Percy Kaigler is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. He is based in Gulfport, MS, and holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of model and custom portfolios monitored by an Investment Strategy Committee.
Eric B
Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Eric Bland is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. He holds a Series 65 designation and has been with Stratos Wealth Partners since 2014. Bland is also a partner involved in financial duties and tax preparation for two private property management entities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.
Paul S
Series 66, Series 63
Gulfport, MS
Stratos Wealth Partners, Ltd
Paul Sala Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who provide both discretionary and non-discretionary management using proprietary and third-party strategies.
Bridget W
CFP®, Series 63, Series 66
Gulfport, MS
Benjamin F. Edwards & Company, Inc.
Bridget Weatherly is a CFP®-certified financial advisor with 29 years of industry experience, currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2016. She serves as secretary for the Gulfport School District and is a board member of the Mississippi Tennis Association Junior Tennis Council. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs and a range of investment strategies monitored by an Investment Strategy Committee.
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Finding advisors...
153 advisors near
39532
within the area shown on the map
Out of 400,000+ nationwide