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180 advisors near
37188
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Out of 400,000+ nationwide
Bridgit B
Series 63, Series 66
Goodlettsville, TN
Edward Jones
Bridgit Bennett is a financial advisor with Edward Jones in Goodlettsville, TN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 2017 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.
William R
Series 66
Portland, TN
Edward Jones
William Robertson V is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked previously at Amazon, Uber Technologies, and the Outlaw Cigar Company. Outside of his advisory role, he has been involved with Pleasant Valley Baptist Church. 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 managed solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Lydia T
Series 63, Series 66
Hendersonville, TN
LPL Financial
Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been associated with Linsco Private Ledger since 2006. Thompson also provides tax return preparation and bookkeeping services during tax season and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Barry B
Series 66
Hendersonville, TN
LPL Financial
Barry Bresnahan is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 credential and previously worked for AstraZeneca LLP for 22 years. Outside of his advisory role, he owns Bresnahan Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.
Kevin C
Series 66
Gallatin, TN
Edward Jones
Kevin Commander is a financial advisor with Edward Jones in Gallatin, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Taylor C
Series 66
White House, TN
Edward Jones
Taylor Carter is a financial advisor with Edward Jones in White House, Tennessee, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for AmerisourceBergen: MWI Animal Health for five years and East Tennessee State University for four years. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Shawna R
Series 66
Hendersonville, TN
Edward Jones
Shawna Ruby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Verizon for 27 years. She occasionally manages a timeshare rental in Breckenridge, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and maintains affiliated capabilities including a trust company and mutual funds.
Michael M
CFP®, Series 63, Series 65
Goodlettsville, TN
Cetera
Michael Mccormick is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cetera and affiliated entities since 2018 and previously spent 19 years at Signator Investors, Inc. His practice is based in Goodlettsville, TN. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients.
William P
CFP®, Series 63, Series 65
Gallatin, TN
OSAIC
William Prestage is a financial advisor with OSAIC, holding CFP®, Series 63, and Series 65 designations and 16 years of industry experience. He has worked at OSAIC since 2024 and has prior experience with Triad Advisors, LLC, Key Capital Management, Inc., and Wood Financial Group, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct portfolios across multiple asset classes, with discretionary and non-discretionary management options.
Heather T
Series 66
Springfield, TN
Edward Jones
Heather Tremaine is a financial advisor with Edward Jones in Springfield, TN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Tremaine is also a limited partner with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Linda M
CFP®, ChFC®, Series 63, Series 65, Series 66
Gallatin, TN
Edward Jones
Linda Murphy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2021, she worked at TIAA from 2014 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Benjamin B
Series 66
Hendersonville, TN
Edward Jones
Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.
Kevin C
Series 63, Series 65
Hendersonville, TN
LPL Financial
Kevin Collier is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Collier serves as a notary for Sumner County, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.
Garrett D
Series 66
Hendersonville, TN
Thrivent Investment Management
Garrett Dickerson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and ten years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Dickerson serves as a board member of Living Sent Ministries, hosts a podcast focused on faith and community service, officiates college football games in Conference USA, and leads a nonprofit supporting families affected by infertility, miscarriage, and abortion. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s approach includes comprehensive written recommendations addressing various financial topics, delivered through a large network of advisors.
Adam H
Series 66
White House, TN
Fidelity
Adam Hahne is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, with prior roles at Cambridge Investment Research, Inc. and SportsMEDIA Technology. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.
Robert V
Series 66
Springfield, TN
Cetera
Robert Vaught V is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Cetera since 2013 and currently works in Springfield, TN. His spouse holds a minority ownership stake in a family farm partnership in Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program structures and custodial relationships.
Noah C
Series 66
Hendersonville, TN
LPL Financial
Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, he worked in various roles including positions at the University of Tennessee Knoxville and Lipscomb University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified and alternative investment strategies.
Scott W
Series 63
Gallatin, TN
LPL Financial
Scott Wettengel is a financial advisor with LPL Financial in Gallatin, TN, holding a Series 63 designation and 27 years of industry experience. He has worked at First Tennessee Brokerage, Inc. since 1999 and First Tennessee Bank since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios, third-party research, and various portfolio management options.
Russell M
Series 66
Cottontown, TN
OSAIC
Russell Mason is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Securities Service Network, Inc. Mason is the sole owner of Master Financial Group LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.
Eva N
Series 63, Series 65
Joelton, TN
Raymond James Financial
Eva Newbold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Joelton, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal advisory and SIMPLE IRA Employer Advisory programs.
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Finding advisors...
180 advisors near
37188
within the area shown on the map
Out of 400,000+ nationwide