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84 advisors near
39401
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Out of 400,000+ nationwide
Michael D
Series 63, Series 66
Hattiesburg, MS
Wells Fargo Advisors
Michael Darby is a financial advisor with Wells Fargo Advisors in Hattiesburg, MS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include positions at LPL Financial, Wells Fargo Clearing, and Investment Professionals, Inc. Outside of his advisory work, he is involved with RDW Ventures LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. Advisors at the firm develop tailored recommendations using proprietary research and planning tools, delivering these through meetings and written summaries, with implementation options available through various brokerage and advisory programs.
Wayne D
Series 63, Series 65
Hattiesburg, MS
Morgan Stanley
Wayne Dawson Jr. is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a musician and owner of the Madewood Band in Hattiesburg, MS. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.
Kenneth B
Series 66
Hattiesburg, MS
Ameriprise
Kenneth Burden is a Series 66-licensed financial advisor with Ameriprise in Hattiesburg, MS, where he has worked since 2023. He has two years of industry experience and previously worked in educational roles at Mississippi State University, Holmes Community College, and Central Holmes Christian School. Burden is also employed as an office administrator with Miller Enterprise of Hattiesburg, LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic tools.
Jessica M
Series 63, Series 66
Hattiesburg, MS
LPL Financial
Jessica Morel is a financial advisor with LPL Financial in Hattiesburg, MS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been associated with Uvest Financial Services since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a comprehensive network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions and utilizes advisor-facing tools for operational support while overseeing over $819 billion in discretionary assets.
Brady R
CFP®, CFA®, Series 66
Hattiesburg, MS
Raymond James Financial
Brady Raanes is a CFP® and CFA® professional with 23 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been involved with the Greater Pinebelt Community Foundation since 2019. In addition to his advisory role, he is the author of a book. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.
Christopher J
Series 66
Hattiesburg, MS
Cetera
Christopher Jordan is a financial advisor with Cetera in Hattiesburg, MS, holding a Series 66 designation and 18 years of industry experience. He has worked with Regions Bank and Cetera since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services with access to multiple investment strategies and program structures.
Chandra C
CFP®, Series 66
Hattiesburg, MS
Edward Jones
Chandra Crane is a CFP® and holds a Series 66 license, with seven years of industry experience. She has been with Edward Jones since 2018. Prior to her financial advisory career, she worked in retail at Matilda Jane Clothing and Giggles Boutique. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets under management.
Christen R
Series 66
Hattiesburg, MS
Wells Fargo Advisors
Christen Riley Mitchell is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at LPL Financial LLC and Wells Fargo Clearing. Outside of her advisory role, she has been involved in direct sales with Rodan + Fields and works as an online ESL teacher. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to deliver tailored recommendations.
Duane R
CFP®, Series 63
Hattiesburg, MS
Raymond James Financial
Duane Raanes is a CFP® with 41 years of industry experience, currently affiliated with Raymond James Financial in Hattiesburg, MS. He is the President of Raanes Capital Advisors, LLC, which he has operated since 2015 alongside his roles at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
Jonathan B
Series 66
Hattiesburg, MS
Raymond James Financial
Jonathan Broome is a financial advisor at Raymond James Financial Services Advisors, Inc. in Hattiesburg, MS, with two years of industry experience. He holds a Series 66 designation and has previously worked at PriorityOne Bank and William Carey University. Broome is also involved with PriorityOne Financial Services, where he supports financial services through Raymond James. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.
John K
Series 63, Series 65
Hattiesburg, MS
Raymond James Financial
John Knight is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hattiesburg, MS, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James in various capacities since 2013 and is also involved with Knight Watts Investment Management Group LLC, where he works directly with clients on personal investment management and financial planning. Additionally, he holds roles in insurance sales, including Medicare supplement and advantage plans. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.
Mitchell D
Series 63, Series 65
Hattiesburg, MS
Cetera
Mitchell Daley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2022 and was previously with Hancock Whitney Bank and Hancock Investment Services, Inc. He is involved with Delta Waterfowl, a conservation group that organizes outdoor education and support programs, including activities for children and wounded warriors. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing assets exceeding $256 billion.
Matthew A
Series 66
Petal, MS
Edward Jones
Matthew Adams is a financial advisor at Edward Jones in Petal, MS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he coached a 14u baseball team in Hattiesburg, MS, through Knights Knation Baseball. He also has experience with Magnolia Contractor Services, Inc., D-BAT Hattiesburg, and the University of Southern Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brandi H
Series 66
Hattiesburg, MS
LPL Financial
Brandi Hoover is a financial advisor with LPL Financial who holds a Series 66 designation and has 12 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is the owner and content creator for Certain Numbers, LLC, focusing on investment-related content creation. 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 financial planning and investment management services, utilizing both proprietary research and third-party strategies, and supports its extensive advisor network with various technological and operational tools.
Mary H
Series 63, Series 65
Hattiesburg, MS
LPL Financial
Mary Holcomb is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked with firms including Cetera Investment Services, First Bank, Infinex Investments, and BancorpSouth Investment Services. Holcomb is based in Hattiesburg, Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.
Daniel J
Series 63, Series 65
Hattiesburg, MS
LPL Financial
Daniel Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at BancorpSouth Investment Services, Infinex Investments, Cetera, and First Bank before joining LPL Financial in 2019. 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, third-party asset management, and institutional platforms.
Sean P
CFP®, Series 66
Hattiesburg, MS
Raymond James Financial
Sean Priebe is a CFP® professional with 23 years of experience, currently associated with Raymond James Financial and Citizens National Bank in Hattiesburg, MS. He serves as President and board member of The Pinbelt Foundation, a local nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, offering tailored advisory services supported by analytical tools and a broad advisor network.
Caine M
Series 66, Series 63
Petal, MS
Cetera
Caine Martin is a financial advisor at Cetera with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including New York Life Insurance Company and Hancock Whitney Bank. Outside of finance, he has been involved with Flathau's Fine Foods and Sully's Tavern. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Jason R
Series 66
Hattiesburg, MS
Edward Jones
Jason Rodgers is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley, Cetera, Regions Bank, LPL Financial, and Community Bank of Mississippi. Rodgers is based in Hattiesburg, Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Warren F
CFP®, Series 63, Series 65
Hattiesburg, MS
Raymond James Financial
Warren Flynt is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial. He has held positions at firms including Commonwealth Financial Network and Longbow Capital Partners LLC. In addition to his advisory work, Flynt works as an insurance agent providing life and disability insurance analysis and recommendations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisory relationship and specialized SIMPLE IRA Employer Advisory programs.
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Finding advisors...
84 advisors near
39401
within the area shown on the map
Out of 400,000+ nationwide