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8 advisors near
38372
within the area shown on the map
Out of 400,000+ nationwide
Kiley L
Series 66
Savannah, TN
Valic Financial Advisors
Kiley Lukens Clagg is a Series 66-licensed financial advisor with Valic Financial Advisors in Jackson, TN, where she has worked since 2015. She has 17 years of industry experience and also serves as an agent with Agia. Outside of financial advising, Clagg owns a photography and photo booth rental business and is active in community service as secretary of the General Federation of Women's Clubs - The Jackson Woman's Club. She is also the founder and adult sponsor of the Jackson Juniorettes, a service club for young women in grades 9 through 12. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors.
Cosmin M
Series 63, Series 65
Savannah, TN
OSAIC Institutions, INC.
Cosmin Majors is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His work history includes roles at Infinex Investments, Inc. and ProEquities, Inc., and he is also employed as a financial advisor at Hardin County Bank. Outside of his advisory work, he is a half-owner of an auto parts retail business and Savannah Outfitters, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary management.
Minda W
ChFC®, Series 63, Series 66
Savannah, TN
Edward Jones
Minda Wilson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, she worked at ProEquities, Inc and The Hardin County Bank. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Logan A
Series 66
Savannah, TN
Cetera
Logan Alfano Webb is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2023. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.
Christopher G
Series 66
Savannah, TN
Edward Jones
Christopher Gant is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2018 and previously worked at Lincare Inc for two years. Gant holds the Series 66 designation and is based in Savannah, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Blake D
Series 66
Savannah, TN
Edward Jones
Blake Dycus is a financial advisor with Edward Jones in Savannah, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including 13 years with Edward Jones. 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 strategies and advisory services supported by a large network of advisors and branch offices nationwide.
Larry R
Series 63
Savannah, TN
Cetera
Larry Rich Jr. is a financial advisor with Cetera, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Minnesota Life, and he has maintained long-term involvement with Shoemaker Agency and Ascend Financial Services. Outside of advisory work, he serves as treasurer and board member for local churches and sits on the board of the Savannah Industrial Development Corporation. Cetera Investment Advisers LLC is a large nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with diverse program options and over $256 billion in assets under management.
Joshua R
Series 66
Savannah, TN
Cetera
Joshua Rich is a financial professional at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions with the Atlanta Braves, FedEx, and several Major League Baseball teams. He is also affiliated with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies and custodial relationships.
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Finding advisors...
8 advisors near
38372
within the area shown on the map
Out of 400,000+ nationwide