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153 advisors near
39532
within the area shown on the map
Out of 400,000+ nationwide
Jennifer M
CFP®, Series 63, Series 66
Diberville, MS
Cetera
Jennifer Milligan is a CFP® with 28 years of industry experience, currently affiliated with Cetera. She has held multiple roles in tax advisory and accounting services, including ownership positions in several related entities. Additionally, Milligan is the sole owner of Revitalize Coaching, where she provides career and life coaching services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.
Brian H
ChFC®, Series 63
Ocean Springs, MS
Cetera
Brian Hermetz is a financial advisor with Cetera who holds a ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at Cetera since 2022 and previously at Hancock Whitney Bank and Hancock Investment Services for over 20 years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.
Anthony E
Series 65, Series 63
Ocean Springs, MS
Wells Fargo Clearing
Anthony Echang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He previously served in the U.S. Navy for 20 years and has worked at several financial services firms including Memorial Asset Protection Plan and Simplicity Wealth. Outside of advising, he is a registered insurance agent providing insurance products for personal asset protection and management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.
Charles R
Series 66
Gulfport, MS
LPL Financial
Charles Rumsey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and Cadence Bank. Outside of finance, he has experience working at Strange Brew Coffeehouse and Rumsey Consulting Engineering Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with various model portfolios, third-party asset management, and institutional platforms.
Victoria M
Series 63, Series 65
Biloxi, MS
Cetera
Victoria Molino is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. before joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.
Mark H
Series 66
Gulfport, MS
Edward Jones
Mark Holden is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked for Ingalls Shipbuilding for 12 years and serves as a Construction Engineer Officer in the Mississippi Army National Guard. In his military role, he advises on construction activities and leads survey and design teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Michael S
Series 63
Biloxi, MS
Cetera
Michael Strojny is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has previously worked with Avantax Insurance Services, Avantax Advisory Services, and runs Strojny and Milligan LLC. Outside of advising, he serves as a trustee for the Episcopal Diocese of Mississippi and is involved in tax preparation and accounting through his ownership of Strojny Tax Partners and The Strojny Corp, Inc. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform.
Terry C
Series 63, Series 66
Gulfport, MS
Edward Jones
Terry Cutrer is a financial advisor with Edward Jones in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in timber management and land maintenance for hunting through a partnership in Cutjack Ridge LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Courtney P
Series 66
Gulfport, MS
Edward Jones
Courtney Peterson is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and previously worked at Community Bank, LPL Financial, and Hancock Whitney Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies and reported approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors.
Mahalie M
Series 65, Series 63
D'Iberville, MS
Primerica Advisors
Mahalie Martinez is a financial advisor at Primerica Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at PFS Investments Inc. and Primerica Financial Services. Outside of advising, she is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services using model-driven strategies managed by unaffiliated asset managers and supports accounts with custody and trade execution from Pershing and BNY Mellon Advisors.
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.
Kade C
Series 66
Diberville, MS
Cetera
Kade Carpenter is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and owns GCMC, a tax and accounting firm. Carpenter also serves as a tax advisor and administrative assistant at related financial services firms, where he assists with tax preparation and financial planning activities. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.
Slay W
Series 66
Ocean Springs, MS
LPL Financial
Slay Wagoner is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He also has experience running The Cornerstone Group LLC and has previously worked with Tallahatchie Hunts and Pennington Acres Fallow Deer. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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.
Effie S
Biloxi, MS
Cetera
Effie Strojny is a financial advisor with Cetera in Biloxi, MS, with 39 years of industry experience. Prior to joining Cetera in 2025, she worked for Avantax Advisory Services and Avantax Investment Services, Inc. for several decades. She also manages a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers across a range of program structures.
Connie K
Series 66
Biloxi, MS
Ameriprise
Connie Kittrell is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved with Kevin L. Murphy LLC, managing an advisory business in Biloxi, MS. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
George C
Series 63, Series 65
Ocean Springs, MS
LPL Financial
George Cumbest is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. His prior roles include positions at Securities America Advisors, Sii Investments, and Morgan Keegan & Company. Outside of his advisory work, he is involved in a music group and owns a business named Narra Trip. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, leveraging a large network of investment adviser representatives and various portfolio management options.
Andre' G
Series 66
Biloxi, MS
Edward Jones
Andre' Gautier Jr. is a financial advisor at Edward Jones in Biloxi, MS, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously operated Gautier Processors, LLC from 2012 to 2019. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services and investment strategies through a large network of financial advisors and branch offices nationwide.
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Finding advisors...
153 advisors near
39532
within the area shown on the map
Out of 400,000+ nationwide