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89 advisors near
39571
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Out of 400,000+ nationwide
Robert S
Series 63, Series 65
Gulfport, MS
LPL Financial
Robert Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include two decades at Stifel Independent Advisors and earlier positions at Stifel and Merrill. He serves as a board member for Memorial Hospital, a nonprofit organization in Gulfport, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and a large network of over 22,800 advisors.
Bogdan G
Series 63, Series 65
Gulfport, MS
Wells Fargo Clearing
Bogdan Gard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and previously at Stratos Wealth Partners and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
Jerome D
Series 63
Gulfport, MS
Raymond James & Associates
Jerome Dattel is a financial advisor with Raymond James & Associates in Gulfport, MS, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2013 and is also a member of Stowaway BNA-1 Investors, LLC, a personal private investment entity. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Crystal B
Series 66
Gulfport, MS
STIFEL
Crystal Broadus is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2009, with prior experience at UBS Financial Services. Broadus is also commissioned as a notary in Gulfport, Mississippi. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling. The firm provides fee-based financial planning and other services designed to support client decision-making.
Patricia P
Series 66
Diamondhead, MS
Ameriprise
Patricia Phillips Jack is a financial advisor with Ameriprise in Diamondhead, MS, holding a Series 66 designation and bringing 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily for clients with assets managed within Ameriprise accounts.
Cindy C
Series 63, Series 66
Gulfport, MS
LPL Financial
Cindy Carraway is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and access to third-party asset managers.
Robert F
Series 66
Gulfport, MS
Edward Jones
Robert Flowers II is a financial advisor at Edward Jones in Gulfport, MS, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ingalls Shipbuilding for 18 years and has been involved with the City of Gulfport since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Britton W
Series 66
Diamondhead, IL
Cetera
Britton Walker is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked at Cetera since 2022 and has been with Hancock Bank since 2014. Outside of his advisory role, Walker serves on the finance committee of the First United Methodist Church of Gulfport, assisting with budgeting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.
Ralph L
Series 63, Series 66
Gulfport, MS
LPL Enterprise
Ralph Lunt is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 33 years of industry experience. His prior roles include positions at MassMutual, Thrivent Financial, and FSC Securities Corporation. Outside of his advisory work, he serves as a personal financial consultant providing counseling to military service members and families, and also works as a substitute teacher. LPL Enterprise offers investment advisory and brokerage services to a diverse clientele including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and various financial planning services.
Mary G
Series 63, Series 66
Gulfport, MS
Cetera
Mary Gilfoil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked with Hancock Bank since 2013 and was affiliated with Hancock Investment Services, Inc. from 2015 to 2022. In addition to her advisory role, she serves as a private banker for Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.
James D
CFP®, Series 66
Gulfport, MS
Edward Jones
James Davis is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Gulfport, MS. Outside of his advisory role, Davis serves as an Associate Pastor at Michael Memorial Baptist Church, where he assists with preaching and teaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a broad network of over 23,700 advisors and more than 15,000 branch offices nationwide.
Starlitte T
Series 63, Series 66
Gulfport, MS
STIFEL
Starlitte Townsend is a financial advisor with Stifel in Gulfport, MS, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, Townsend serves as a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.
Cheri E
Series 66
Gulfport, MS
LPL Financial
Cheri Evans is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Forrest County Sheriff's Office and Jackson Tullos & Rogers. Outside of advising, she owns Charles G Evans Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by technology and a large network of over 22,800 advisors.
Harry H
Series 66
Gulfport, MS
Wells Fargo Clearing
Harry Hewes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cetera and Regions Bank for 11 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Jonathan F
Series 66
Bay St Louis, MS
Edward Jones
Jonathan Foster is a Series 66 licensed financial advisor with Edward Jones in Bay St Louis, MS, where he has worked since 2013. He has 12 years of industry experience. Outside of advisory work, he is involved in commercial rental property ownership and recreational land maintenance through partnerships with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors and branch offices.
Terry K
Series 66
Bay St Louis, MS
Thrivent Investment Management
Terry King is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2002, totaling 23 years in the industry. He is involved in several community organizations in Slidell, Louisiana, including serving as a board member of Rotary Rebuilds Slidell and the Concerned Citizens of St. Tammany, and as Foundation Chair for the Rotary Club of Slidell. King is also an author working on books and media projects related to historical accounts of public corruption in Louisiana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analysis and planning without portfolio management or institutional advisory roles.
Lucas C
Series 65, Series 63
Kiln, MS
Primerica Advisors
Lucas Cooley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and has been affiliated with Primerica Financial Services since 2008. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.
Stephen A. E
Series 66, Series 65
Pass Christian, MS
Morgan Stanley
Stephen A. Ethridge is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 12 years at Guardian Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.
John G
Series 63, Series 65
Gulfport, MS
Raymond James Financial
John Glicco is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at Commonwealth Financial Network and WBR Investment Services, among others. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary advice aligned with client goals, supporting implementation through various advisory programs.
Jason L
Series 66
Long Beach, MS
LPL Financial
Jason Lindholm is a financial advisor with LPL Financial in Long Beach, Mississippi, holding a Series 66 designation and 24 years of industry experience. He previously worked at Edward Jones from 2007 to 2014 before joining LPL Financial in 2014. Outside of his advisory work, he owns the Prancing Poodle Pepper Company, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment options and platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.
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Finding advisors...
89 advisors near
39571
within the area shown on the map
Out of 400,000+ nationwide