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1,024 advisors near
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Ryan E
Series 63
Memphis, TN
Raymond James & Associates
Ryan Ehrhart is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James since 2012. Ehrhart serves as an officer and board member for several nonprofit organizations in the Memphis area, including the 100 Club of Memphis and the Memphis Shelby Crime Commission, and acts as treasurer and board member of Mid South Therapy Dogs. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management options.
Walker J
Series 65, Series 63
Memphis, TN
Mass Mutual Investors Services
Walker Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Reliant Investment Management LLC and the University of Alabama. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored planning.
Forrest D
Series 66
Memphis, TN
Merrill
Forrest Dunn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that align with clients' individual financial goals and evolving market conditions. Forrest utilizes the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ comprehensive financial needs. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Forrest earned his bachelor's degree from the University of Memphis. Committed to community involvement, he actively participates in local volunteer organizations, reflecting the Merrill tradition of service in the communities they support.
Mark R
Series 63
Memphis, TN
OSAIC
Mark Rutland is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Investacorp and Securities America Advisors. Rutland is also involved with Cornerstone Financial Group, where he conducts investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed-account solutions.
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1,024 advisors near
38126
within the area shown on the map
Out of 400,000+ nationwide