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66 advisors near
01226
within the area shown on the map
Out of 400,000+ nationwide
Ehan K
Series 66
Lenox, MA
Raymond James Financial
Ehan Keator is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Davenport & Company LLC. Outside of advising, he serves as secretary for a family holding company and works as an independent consultant for AlphaSights. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports its clients through advisory programs and consulting services, including specialized municipal and SIMPLE IRA employer advisory offerings.
Jonathan M
Series 66
Pittsfield, MA
LPL Financial
Jonathan Meczywor is a financial advisor with LPL Financial in Pittsfield, MA, holding a Series 66 credential and 17 years of industry experience. He has been with LPL Financial since 2009. Meczywor is also involved with Atlantic Coast Life Administration Office, providing non-variable insurance trails. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.
Matthew K
Series 63, Series 65
Lenox, MA
Raymond James Financial
Matthew Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Raymond James since 2019 and was previously with Wells Fargo Advisors Financial Network LLC for 14 years. Outside of his advisory role, Keator is involved as a founder and officer of a nonprofit under Keator Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.
Michael D
Series 66
Pittsfield, MA
LPL Financial
Michael Du Pont is a financial advisor with LPL Financial in Pittsfield, MA, holding a Series 66 designation and nine years of industry experience. His career includes roles at LPL Financial, Greylock Federal Credit Union, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he has experience as a freelance landscaper and carpenter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions, offering diverse advisory programs and utilizing research-supported investment strategies.
Corey D
Series 66
Lenox, MA
Edward Jones
Corey Degon is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at W.B. Mason for 13 years. Degon holds a Series 66 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, and it operates under a fiduciary standard.
Corey P
Series 63, Series 65
Pittsfield, MA
LPL Financial
Corey Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Guardian Life for six years and operated the City Package Store for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.
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Finding advisors...
66 advisors near
01226
within the area shown on the map
Out of 400,000+ nationwide