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171 advisors near
39042
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Out of 400,000+ nationwide
Nancy L
Series 66
Jackson, MS
LPL Financial
Nancy Loar is a financial advisor with LPL Financial in Jackson, MS, holding a Series 66 designation and 24 years of industry experience. She has worked at LPL Financial and BankPlus since 2015, with prior experience at Morgan Stanley and A. G. Edwards & Sons. Outside of advisory services, she operates Wealth Plus, an entity associated with her LPL business. 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, model portfolios, third-party asset management, and institutional platforms.
Gale N
Series 66
Jackson, MS
Raymond James Financial
Gale Noel is a Series 66-licensed financial advisor with Raymond James Financial in Jackson, MS, with 23 years of industry experience. He has held roles at several firms, including DGR LLC and GHW LLC, and has been with Raymond James Financial since 2009. Outside of his advisory work, he is a partner in agricultural and business ventures, including Delta Land Management LLC and Delta Southern Dirtworks LLC, and is also a partner at an accounting firm where he performs CPA functions. 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 investment consulting using analytical tools and is noted for its municipal advisory affiliations and specialized retirement plan consulting programs.
James G
Series 66
Flowood, MS
Ameriprise
James Grove Jr. is a Series 66 licensed financial advisor with Ameriprise, based in Flowood, MS, and has 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Mississippi Chapter Military Order of the World Wars Educational and Patriotic Charity, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.
Samuel W
Series 63, Series 66
Flowood, MS
Ameriprise
Samuel Weir Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise since 2016, serving in both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Michael H
Series 65, Series 63
Flowood, MS
Primerica Advisors
Michael Humphreys is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has also worked in law enforcement with the Brandon Police Department and Capitol Police. Humphreys is the sole owner of Humphreys Consulting Group, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.
Mallory K
Series 66
Flowood, MS
Ameriprise
Mallory Kennedy is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked at Mississippi College and Talbots. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, using proprietary research and a structured investment approach.
Charles B
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Charles Bowman III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Bowman serves on the finance and investment committee for Galloway UMC, where he participates in quarterly reviews of the church’s endowment fund. Raymond James & Associates 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Kurtis V
CFP®, Series 63, Series 65
Brandon, MS
Raymond James Financial
Kurtis Vande Streek is a CFP® professional with 16 years of industry experience, currently advising at Raymond James Financial in Brandon, MS. His prior experience includes roles at LPL Financial and Trustmark National Bank. He also has involvement with Trustmark Bank outside of his advisory role. 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 and consulting using analytical tools and supports a broad network of advisors and affiliated firms.
John C
Series 63, Series 65
Jackson, MS
Raymond James & Associates
John Correro is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves as Vice President and is a board member of The Catholic Foundation of the Diocese of Jackson, MS, where he participates on the finance and investment committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting backed by diverse portfolio management styles and affiliated research resources.
Angela B
Series 63, Series 66
Jackson, MS
LPL Financial
Angela Blanks is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.
Landon H
Series 66
Brandon, MS
Cetera
Landon Hardwick is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and over five years of combined experience in the financial sector. His work history includes roles at Regions Bank and experience in educational institutions prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with varied investment program options, including discretionary and non-discretionary portfolio management, model portfolios, and access to third-party money managers.
Andrew T
Series 66
Brandon, MS
J.P. Morgan Securities
Andrew Tillett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, LPL/Community Wealth Management, and Ameriprise Financial Services. He is based in Brandon, Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
Christopher N
CFP®, ChFC®, Series 66
Jackson, MS
LPL Financial
Christopher Noone is a CFP® and ChFC® with 26 years of industry experience, currently serving at LPL Financial since 2008. Prior to that, he worked at UBS Financial Services for six years. He is part-owner and agent in a property and casualty insurance agency that sells home and auto coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with diverse investment options and operational tools, alongside non-advisory financial services and institutional platforms.
Frank G
Series 66
Jackson, MS
Raymond James & Associates
Frank Geary is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at The Barber Companies for four years. Outside of his advisory role, he is a partner in White River Refuge LLC, a personal investment venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a diverse set of portfolio management styles and affiliated research.
Patrick B
Series 63, Series 66
Flowood, MS
LPL Financial
Patrick Broome is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation, Securities America Advisors, Inc., and Tlg Advisors, Inc. Outside of his advisory work, Broome has formed an LLC for purchasing commercial real estate. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.
Adam N
Series 66
Jackson, MS
LPL Financial
Adam Noone is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Martin Noone Agency, LLC and Mylo, A Lockton Company. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Jeannette S
Series 63, Series 66
Jackson, MS
UBS Financial Services
Jeannette Shaw is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.
Andrew C
Series 66
Brandon, MS
Raymond James & Associates
Andrew Comans is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2024, he worked at LPL Financial and Trustmark National Bank. Outside of his advisory role, he owns a business reselling trading cards and coins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.
Thomas M
Series 63, Series 65
Jackson, MS
Raymond James Financial
Thomas Meadows is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James Financial Services Advisors Inc. since 2011. Meadows also manages bookkeeping operations for DGR, LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Jackson P
Series 66
Brandon, MS
Edward Jones
Jackson Pullen is a financial advisor with Edward Jones in Brandon, MS, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Game Day Inc. outside the financial industry. Additionally, Pullen is involved in retail as the owner of LA Green, a women's clothing boutique in Madison, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, along with affiliated capabilities including a trust company and proprietary mutual funds.
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171 advisors near
39042
within the area shown on the map
Out of 400,000+ nationwide