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52 advisors near
41139
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Out of 400,000+ nationwide
Ryan R
Series 63, Series 66
Ashland, KY
Robert Baird & Co.
Ryan Reames is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, following earlier experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as mayor of Bellefonte, Kentucky, and is a board member of the Ashland Alliance, a local chamber of commerce chapter. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized portfolio and consulting services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays.
Eric B
Series 66
Ashland, KY
Edward Jones
Eric Baker is a financial advisor at Edward Jones in Ashland, KY, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.
James G
Series 63, Series 65
Ashland, KY
Cetera
James Gibbs is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Cetera since 2019 and previously spent over a decade with Summit Financial Group and Summit Brokerage Services. Outside of advisory work, he has a 50% ownership interest in a local restaurant and coin-operated laundry business in Ashland, Kentucky. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Jefferey B
Series 63, Series 65
Huntington, WV
Raymond James & Associates
Jefferey Biederman Jr. is a financial advisor with Raymond James & Associates in Huntington, WV, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2025. He is an officer and vice president of Emandel Realty, where he manages an investment account. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.
James P
Series 63, Series 65
Huntington, WV
Raymond James & Associates
James Perry Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has held positions at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Raymond James in 2017. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Andrew H
Series 66
Russell, KY
Robert Baird & Co.
Andrew Hughes is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Lawrence and Associates and has a background in law, including positions at Reed Law Firm and Bailey Law Firm. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and provides financial planning, consulting, and brokerage services.
Marsha A
Series 63, Series 66
Huntington, WV
Raymond James & Associates
Marsha Adkins is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Gregory R
Series 66
Ashland, KY
OSAIC
Gregory Rankin is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he owns a sole proprietorship involved in managing short-term vacation rentals. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers brokerage, investment advisory, financial planning, and managed account services that utilize firm-provided asset allocation tools and third-party solutions.
Ryan R
Series 66
Flatwoods, KY
Edward Jones
Ryan Rice is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million 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 range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.
Charles M
Series 63, Series 65
Huntington, WV
Raymond James & Associates
Charles Music is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisers and affiliated specialists.
Steven S
Series 63, Series 65
Ashland, KY
Raymond James & Associates
Steven Simmerman is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James for 19 years. Outside of his advisory role, Simmerman is a partner at Lightning Properties LLC, where he participates in real estate leasing decisions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Carla A
Series 63, Series 65
Ashland, KY
OSAIC
Carla Adkins is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of her advisory work, she serves as Treasurer on the Board of the Kings Daughters Medical Center volunteer organization in Ashland, KY. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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Finding advisors...
52 advisors near
41139
within the area shown on the map
Out of 400,000+ nationwide