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203 advisors near
37133
within the area shown on the map
Out of 400,000+ nationwide
Samuel M
Series 65
Murfreesboro, TN
Brookstone Capital Management LLC
Samuel Myers is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Murfreesboro, TN. He has one year of industry experience and previously worked in various roles including at Express Employment Professionals and Jim 'N Nicks Bar-B-Q. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through a range of model portfolios and separately managed accounts.
Laura F
Series 66
Lascassas, TN
Equity Services, inc.
Laura Free is a financial advisor with Equity Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, and LPL Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, and it utilizes a network of investment adviser representatives and third-party asset managers.
Jaime V
Series 63, Series 65
Murfreesboro, TN
Transamerica Financial Advisors
Jaime Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities, including serving as Vice President of Happy & Strong, Inc. and authoring the book "Happy and Strong." He is also on the board of directors for All For One, Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.
Roy S
Series 66
Murfreesboro, TN
Transamerica Financial Advisors
Roy St John is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He previously worked at Debtmerica for eight years and has been affiliated with World Financial Group since 2010. Outside of his advisory role, he is president of St. John Real Estate Investments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and offers a range of platform programs such as Transamerica ONE and TFA365.
James H
Series 63, Series 65
Murfreesboro, TN
MAI Capital Management, LLC
James Henry is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, Empower, and SageView Advisory Group. Outside of his advisory role, he is an independent insurance agent focused on life insurance and fixed annuity contracts. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and integrates financial planning and tax services, serving both as a product sponsor and adviser to mutual funds and private investment vehicles.
Edward K
Series 66
Rockvale, TN
Hornor, Townsend & Kent, LLC
Edward Kaeser III is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent Inc and Penn Mutual Life Insurance Co since 2016. Outside of his advisory role, he is involved in a multi-line insurance brokerage under the name 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a unique dual registration and affiliation with Penn Mutual, overseeing over $8 billion in discretionary assets as of 2025.
John H
CFP®, PFS™, Series 65
Murfreesboro, TN
Commonwealth Financial Network
John Helms is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. Prior to joining Commonwealth and Provident Financial Planning & Investment Management in 2024, he spent eight years at Hull Wealth Management. Outside of his advisory role, Helms provides tax preparation and general accounting services through his own business, John G Helms. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a broad range of managed-account programs, third-party asset management access, retirement consulting, and custody services.
Todd C
Series 63, Series 65
Murfreesboro, TN
Transamerica Financial Advisors
Todd Carpenter is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Outside of his advisory role, he has been involved with Artisan Signs and Graphics through PKJ Holdings, LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.
Anthony D
Series 63, Series 65
Murfreesboro, TN
Transamerica Financial Advisors
Anthony Duncan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2006. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary program options.
Mitchell L
Series 65
Murfreesboro, TN
Brookstone Capital Management LLC
Mitchell Lightfoot is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles in animal control and the food service industry. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.
Rodney M
Series 63, Series 65
Murfreesboro, TN
Transamerica Financial Advisors
Rodney Morgan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 24 years of industry experience. His career includes roles at WealthWave, Team Referral Network, Crusbery Decker Insurance Services, and World Financial Group. He is president and director of Real Wealth Creations, Inc., a corporation originally focused on developing real estate investment deals. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individual investors, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms and offers a comprehensive retirement plan ecosystem with affiliated entities and proprietary investment solutions.
Thomas W
Series 63, Series 65
Murfreesboro, TN
Truist Advisory Services
Thomas Wellborn is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 1997 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and utilizes AI-enabled research tools alongside inter-affiliate integration within the Truist network.
Melody P
Series 65
Murfreesboro, TN
Brookstone Capital Management LLC
Melody Pinkston is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone Capital Management and Hornor, Townsend & Kent LLC. She is also the Chief Operating Officer at Senior Financial Advisors, Inc., where she manages business operations and client services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Randall W
Series 66
Murfreesboro, TN
Edward Jones
Randall Wilson is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,700 financial advisors.
Clifton B
CFP®, Series 63, Series 65, Series 66
Murfreesboro, TN
Edward Jones
Clifton Bradley is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at American General Life Insurance and AIG Capital Services. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.
David S
Series 66
Murfreesboro, TN
Ameriprise
David Sproles is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved with Sproles Wealth Management, PLLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.
Melissa C
Series 63, Series 65
Murfreesboro, TN
Raymond James Financial
Melissa Chipman is a financial advisor with Raymond James Financial in Murfreesboro, Tennessee, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at firms including Woodbury Financial Services and FB Wealth Partners. Chipman also holds a Certified Divorce Financial Analyst designation and is employed by FirstBank, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.
Brian M
Series 63, Series 65
Murfreesboro, TN
Primerica Advisors
Brian Moore is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing one year of industry experience. He has been with Primerica Advisors since 2024 and has prior experience at Primerica Financial Services and G&C Foods. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.
Adam E
Series 63, Series 66
Murfreesboro, TN
Cetera
Adam Ezell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera since 2017. Ezell also has a long tenure at Regions Bank dating back to 2003. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform allowing advisors to implement a variety of investment strategies and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.
Dorris J
ChFC®, Series 63, Series 65
Murfreesboro, TN
Raymond James Financial
Dorris Jernigan Jr. is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Jernigan’s work history includes roles at FirstBank, Franklin Synergy Bank, and Raymond James Financial Services, and he has served on the Murfreesboro Parks and Recreation Commission since 2005. Additionally, he is involved with FB Investment Partners as an associate and backup OSJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools, supporting clients through its advisory programs and partnerships.
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Finding advisors...
203 advisors near
37133
within the area shown on the map
Out of 400,000+ nationwide