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54 advisors near
38801
within the area shown on the map
Out of 400,000+ nationwide
Robert E
Series 63, Series 65
Tupelo, MS
Ameriprise
Robert Evans Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.
John B
Series 63, Series 66
Pontotoc, MS
Edward Jones
John Bourne is a financial advisor with Edward Jones in Pontotoc, Mississippi, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bourne serves on the Pontotoc Rotary Club board, the Pontotoc County Bodock Association board, and is a board member of North Mississippi Health Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.
Christopher H
Series 63, Series 66
Tupelo, MS
Wells Fargo Clearing
Christopher Hallmark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, he worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
Alan L
CFP®, ChFC®, Series 66
Tupelo, MS
Cetera
Alan Landrum is a CFP® and ChFC® affiliated with Cetera, with one year of industry experience. His prior roles include positions at Van Skiver Financial Services, Raymond James Financial Services, Eagle Strategies, and New York Life. Outside of financial advising, he is an owner of Auto Demand, LLC, a business unrelated to investment activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary account services.
Shelle R
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Shelle Ramage is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is the owner and president of Ramage Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to established custodians and advisors.
Robert M
Series 66
Tupelo, MS
Raymond James Financial
Robert Mc Auley is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked in healthcare and banking sectors, including roles at Relias Healthcare and BankPlus. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Amanda H
Series 65, Series 63
Tupelo, MS
LPL Financial
Amanda Hillhouse is a financial advisor at LPL Financial in Tupelo, MS, holding Series 65 and Series 63 designations with one year of industry experience. Her background includes roles at Cadence Bank and Cadence Bank Investments, along with six years at Bath and Body Works prior to entering financial services. She is also a notary through Cadence Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Rob C
Series 66
Tupelo, MS
Ameriprise
Rob Chesnut is a financial advisor with Ameriprise in Tupelo, MS, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Chesnut serves on the Board of Directors for the Financial Planning Association of Mississippi. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.
Stacy S
Series 63, Series 66
Pontotoc, MS
LPL Financial
Stacy Spearman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by model portfolios, third-party research, and various specialized programs.
Lauren N
Series 63, Series 66
Tupelo, MS
Ameriprise
Lauren Norman Fox is a financial advisor with Ameriprise in Tupelo, MS, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Ameriprise and its predecessor firm since 2005. Fox serves on the boards of the Pied Piper Players and the Kiwanis Club and is an ambassador for Plexus health products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Noah D
Series 66
Tupelo, MS
Mass Mutual Investors Services
Noah Douglas is a financial advisor with Mass Mutual Investors Services in Tupelo, MS, holding a Series 66 credential and four years of industry experience. He has been with Mass Mutual Life Insurance Co and Mass Mutual Investors Services since 2021. Outside of advising, he is a member of two LLCs, one for income tax purposes related to commissions and another involved in purchasing and renovating an office building. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements with tools like Monte Carlo simulations and also provides specialized services such as divorce planning and employer-sponsored planning programs.
Thomas B
Series 63, Series 65
Tupelo, MS
Merrill
Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.
Christopher M
Series 65, Series 63
Pontotoc, MS
Primerica Advisors
Christopher Mccrory is a financial advisor with Primerica Advisors in Pontotoc, MS. He holds Series 65 and Series 63 licenses and has six years of industry experience, including roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, he has teaching experience at several high schools since 2014. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers and provides custody and trade execution support through BNY Mellon Advisors and Pershing.
Paul S
Series 63, Series 66
Tupelo, MS
Cambridge Investment Research Advisors
Paul Saylors is a financial advisor with Cambridge Investment Research Advisors in Tupelo, MS, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Edward Jones for six years and has been involved in an insurance and benefits business as the owner of Saylors Strategic Wealth PLLC. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, across multiple custody platforms with options for discretionary and non-discretionary management.
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Finding advisors...
54 advisors near
38801
within the area shown on the map
Out of 400,000+ nationwide