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8 advisors near
38863
within the area shown on the map
Out of 400,000+ nationwide
John L
Series 63, Series 66
Pontotoc, MS
First Heartland Consultants, Inc.
John Ligon is a financial advisor with First Heartland Consultants, Inc. in Pontotoc, MS, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society. He is also an owner of Covenant Financial Group, which markets insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.
Christopher J
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Christopher Jones is a financial advisor with Primerica Advisors in Amory, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.
Stacey M
Series 66
Tupelo, MS
Edward Jones
Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.
Raymond H
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Raymond Hisaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Primerica Advisors since 2021 and previously held roles at Gates Rubber Co. and Sonoco Products. Hisaw is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, alongside corporate and charitable clients. The firm deploys model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
John B
Series 63, Series 66
Pontotoc, MS
Edward Jones
John Bourne is a financial advisor with Edward Jones in Pontotoc, Mississippi, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bourne serves on the Pontotoc Rotary Club board, the Pontotoc County Bodock Association board, and is a board member of North Mississippi Health Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.
Shelle R
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Shelle Ramage is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is the owner and president of Ramage Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to established custodians and advisors.
Stacy S
Series 63, Series 66
Pontotoc, MS
LPL Financial
Stacy Spearman is a financial advisor with LPL Financial in Pontotoc, Mississippi, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2007. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.
Christopher M
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Christopher Mccrory is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Primerica Advisors since 2020 and also has a background in education, having taught at multiple high schools since 2014. In addition to financial advising, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and operates through a large network of advisors, with approximately $15.5 billion in assets under management.
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Finding advisors...
8 advisors near
38863
within the area shown on the map
Out of 400,000+ nationwide