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171 advisors near
39042
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Out of 400,000+ nationwide
Tamara K
Series 63, Series 66
Jackson, MS
LPL Financial
Tamara King is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Morgan Stanley and A. G. Edwards & Sons, Inc. Since 2015, she has also been affiliated with BankPlus. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.
Douglas L
Series 63
Richland, MS
Cambridge Investment Research Advisors
Douglas Lemon is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 51 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers a range of investment strategies across multiple platforms, including proprietary models and access to unaffiliated strategists, and maintains institutional features such as advisor transition support and compliance processes.
Byron B
Series 66
Brandon, MS
Cetera
Byron Bryant is a Series 66-registered financial advisor with 14 years of industry experience, currently with Cetera in Brandon, Mississippi. He previously worked at Bank of America and Merrill Lynch. Byron serves as a finance committee member on the board of the Jim Bowers Mississippi DECA Foundation, where he participates in reviewing account performance and asset allocation. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Ronald C
Series 66
Flowood, MS
Equitable Advisors
Ronald Clark Jr. is a financial advisor with Equitable Advisors in Flowood, MS, holding a Series 66 designation and one year of industry experience. His background includes roles at Mark Baldwin & Jonathan Grantham, Power Financial Group, and GoShine Express, among others. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs mainly through Investment Adviser Representatives, utilizing a combination of proprietary and third-party investment solutions.
William M
Series 66
Jackson, MS
UBS Financial Services
William Mosby is a financial advisor at UBS Financial Services in Jackson, MS, holding a Series 66 designation with 13 years of industry experience, all spent at UBS since 2013. He serves as a board member of the National Kidney Foundation and supports local fundraisers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through fee-based planning, portfolio management, and a range of capital markets services.
Joseph D
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Joseph Dehmer III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a shareholder in Providence Bank, a personal investment, though he has no management responsibilities there. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notably active in municipal advisory services and market-making in government bonds.
David E
Series 63, Series 65
Brandon, MS
Primerica Advisors
David Edwards is a financial advisor with Primerica Advisors in Brandon, MS, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Affordable Lending Group and PFS Investments Inc. He is involved in the sale of investment-related products and also receives compensation related to mortgage loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical models, including options investing in cryptocurrency.
Charles G
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Charles Greenlee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Charles G
Series 66
Brandon, MS
Raymond James & Associates
Charles Gualano is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 28 years of industry experience. Prior to joining Raymond James in 2024, he spent 13 years at LPL Financial. Outside of his advisory role, he is a partner in real estate brokerage and development firms and is involved in managing rental real estate properties. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.
Leslie M
Series 63, Series 66
Jackson, MS
LPL Financial
Leslie Martin is a financial advisor at LPL Financial with 24 years of industry experience, including six years at UBS Financial Services prior to joining LPL in 2008. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is part owner and agent of a property and casualty insurance agency specializing in home and auto coverage. 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 advisory and brokerage services through a large network of investment adviser representatives using model portfolios, third-party subadvisors, and customized strategies.
Archie M
Series 63, Series 65
Flowood, MS
Primerica Advisors
Archie Magee is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Magee also worked at Millsaps College from 1995 to 2018. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.
Louis F
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Louis Frascogna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent eight years at Stephens. Raymond James & Associates, Inc. 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 institutional fiduciary solutions.
Willard W
Series 63
Jackson, MS
OSAIC
Willard Wood Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 33 years. In addition to his advisory role, he is an insurance agent involved in the sales and service of disability insurance, fixed and indexed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.
William M
Series 63, Series 66
Jackson, MS
Raymond James & Associates
William Morris is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.
Edwin E
Series 66
Jackson, MS
LPL Financial
Edwin Egger is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and BankPlus Bank since 2009, following six years at Merrill. He is also a trust administrator with BankPlus Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.
Curtis S
ChFC®, Series 63
Jackson, MS
LPL Financial
Curtis Seale is a financial advisor with LPL Financial based in Jackson, MS. He holds the ChFC® designation and Series 63 license, and has 42 years of industry experience. Prior to joining LPL Financial in 2004, he worked at WS Griffith Securities, Inc. Seale is also involved in bass fishing and operates a fishing school on weekends to teach others this hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Justin W
CFP®, Series 66
Brandon, MS
Raymond James Financial
Justin Wilkerson is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial in Brandon, MS. His career includes roles at LPL Financial and Trustmark Bank. He is also involved with Trustmark Financial Services in a non-investment capacity. 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 utilizes analytical tools to support its advisory programs and institutional consulting.
Kayla S
Series 66
Jackson, MS
Raymond James & Associates
Kayla Soukup is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has worked in educational and nonprofit settings, including Southern Christian Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.
Katherine B
Series 66
Brandon, MS
Raymond James & Associates
Katherine Brian is a financial advisor with Raymond James & Associates in Brandon, Mississippi. She holds a Series 66 designation and has been with Raymond James since 2024. Prior to her current role, she worked at the Walt Disney Company and was involved with the Rankin County Chamber of Commerce. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services that are typically non-discretionary.
Kade C
Series 66
Flowood, MS
LPL Financial
Kade Clinton is a financial advisor with LPL Financial in Flowood, MS, holding a Series 66 credential and three years of industry experience. He has worked at Power Financial Group since 2021 and has additional experience in various roles including at Mississippi State University and Holmes Community College. 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 solutions through a large network of advisors, utilizing both proprietary and third-party strategies.
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Finding advisors...
171 advisors near
39042
within the area shown on the map
Out of 400,000+ nationwide