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89 advisors near
39571
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Out of 400,000+ nationwide
Maurita R
Series 66
Gulfport, MS
Edward Jones
Maurita Richards is a Series 66 licensed financial advisor with Edward Jones, based in Gulfport, MS. She has two years of experience at Edward Jones and previously worked at Tinker Federal Credit Union and Infuze Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.
Joshua M
Series 66
Gulfport, MS
Edward Jones
Joshua Mc Niel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked as a physician assistant providing emergency room services on a PRN basis. He has held positions in healthcare and community organizations, including roles at Mississippi Emergency Department Services and Memorial Hospital at Gulfport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive network of financial advisors and branch offices, offering discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.
Charles H
Series 63, Series 66
Gulfport, MS
LPL Financial
Charles Hawkins III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, Valic Financial Advisors, AIG, and Edward Jones. Outside of financial advising, he is a business owner of Stir Spirits and Fine Wines, LLC in Biloxi, 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Charlene M
Series 66
St Louis, MS
Raymond James Financial
Charlene Murphy is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2017. Outside of her advisory role, she owns a small business focused on thrifting and reselling preowned clothing, music memorabilia, and household goods. Murphy also serves on the board of the Saint Stanislaus Booster Club, where she supports local sports fundraising and volunteer coordination. 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 and consulting using analytical tools to guide client decisions and supports its advisors through a broad network and specialized programs.
James F
Series 63
Pass Christian, MS
LPL Financial
James Field Jr. is a financial advisor with LPL Financial who holds a Series 63 designation and has 40 years of industry experience. He has worked with Linsco / Private Ledger since 2003. In addition to his advisory role, he operates FIELD EQUINE LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.
Kerry M
CFP®, Series 63, Series 66
Gulfport, MS
Cetera
Kerry Milligan is a CFP® professional at Cetera with 26 years of industry experience. He has held positions at various Avantax entities and operates several tax and accounting advisory businesses, including Strojny & Milligan LLC and related companies. Milligan is involved in managing multiple tax and accounting firms where he oversees financial management and employee training. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diversified range of portfolio management and financial consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers.
Dennis L
Series 63, Series 65
Gulfport, MS
LPL Financial
Dennis Liverett is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, having previously worked at CUNA Brokerage Services, Cuna Mutual Group, and National Planning Corporation. He also serves as an executor and trustee for a testamentary trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Adam W
Series 66
Gulfport, MS
Cetera
Adam Wood is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Hancock Whitney Bank and Hancock Investment Services. Outside of his advisory work, he serves on the board of Family Fortress Ministries and acts as treasurer for Transition Blvd, Inc. and PARA Ministries. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a large nationwide network of independent advisors.
Greg F
Series 66
Gulfport, MS
Cetera
Greg Fahey is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JP Morgan Securities LLC and JP Morgan Chase. Fahey also serves as Head of Retail Banking for Hancock Whitney, managing financial centers across their network. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a broad range of portfolio management and financial planning services.
Matthew L
Series 63, Series 65
Gulfport, MS
Cetera
Matthew Loomis is a financial advisor with Cetera in Gulfport, MS, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Cetera, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and spent over two decades at Signet Jewelers Inc. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors and serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors nationwide.
Jacob W
Series 66
Gulfport, MS
STIFEL
Jacob Wilczynski is a financial advisor at Stifel with a Series 66 designation and has one year of industry experience. Prior to joining Stifel, he was self-employed for several years and worked at ALON Medical. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology supports its financial planning and asset allocation guidance, which clients use as a basis for their decisions.
Ronald W
Series 66
Waveland, MS
LPL Financial
Ronald Weatherly Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Cuna Mutual Group, and Edward Jones. He serves on the board of the Hancock County Port and Harbor Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.
David F
Series 63, Series 66
Gulfport, MS
Cetera
David Fayard is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Cetera and Hancock Whitney Bank since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party strategies across multiple program structures.
Joseph P
Series 63, Series 66
Gulfport, MS
Cetera
Joseph Pringle is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Hancock Bank since 2008 and served with Hancock Investment Services, Inc. before joining Cetera. He is also a private banker for Hancock Whitney and serves as a Leadership Gulf Coast Board member for the Gulf Coast Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of investment services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform providing various program structures, including model portfolios, third-party managers, and bespoke strategies, supported by a large network of advisors and significant assets under management.
Robert E
Series 63, Series 65, Series 66
Pass Christian, MS
LPL Financial
Robert Edgecombe is a financial advisor with LPL Financial holding Series 63, Series 65, and Series 66 licenses and 39 years of industry experience. His prior roles include positions at Next Financial Group Inc, Grove Point Investments, LLC, Gunnallen Financial, Inc., and SII Investments, Inc. He also has involvement in non-variable insurance activities. 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 through a large network of advisors, utilizing both proprietary research and third-party strategies.
Patrick M
Series 66
Bay St. Louis, MS
Raymond James Financial
Patrick Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2017 and also serves as president of Martinez Wealth Management Inc., a company he owns and operates. 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 investment consulting using analytical tools to support client goal achievement and maintains specialized municipal advisory and SIMPLE IRA consulting services.
Justin J
Series 66
Gulfport, MS
Edward Jones
Justin Jones is a financial advisor with Edward Jones in Gulfport, MS, holding a Series 66 designation and 9 years of industry experience. He worked at Chiquita from 2004 to 2016 before joining Edward Jones in 2016. Outside of his advisory role, he is involved in residential real estate development as an operation manager for JNS Builders in Pass Christian, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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.
Brian M
Series 66
Gulfport, MS
Wells Fargo Advisors
Brian Moody is a financial advisor at Wells Fargo Advisors in Gulfport, MS, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2014 through various affiliated entities and is a 40% owner of Turnage Moody Investment Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services, utilizing research and planning tools to develop tailored recommendations delivered through meetings and written summaries.
Stephen H
Series 66
Waveland, MS
Edward Jones
Stephen Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hancock Whitney Bank for 11 years. Outside of his advisory role, he owns a rental property business in Bay St. Louis, Mississippi. 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 large national network of advisors and branch offices.
Elizabeth S
Series 66
Gulfport, MS
LPL Financial
Elizabeth Sawyer Estrade is a Series 66-licensed financial advisor with LPL Financial, bringing five years of industry experience. Prior to joining LPL Financial in 2026, she worked for seven years at Stifel Independent Advisors, LLC. Outside of her advisory roles, Estrade has experience in coaching through Betsey Sawyer Coaching, a business she operated for nine years. 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 financial planning and portfolio management services and supports advisors with research, technology, and a broad platform of advisory and non-advisory financial activities.
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Finding advisors...
89 advisors near
39571
within the area shown on the map
Out of 400,000+ nationwide