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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 65, Series 63
Pontotoc, MS
Primerica Advisors
Raymond Hisaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Hisaw’s prior work includes roles at Gates Rubber Co. and Sonoco Products, alongside a long tenure with Primerica Financial Services beginning in 2003. Outside his advisory role, he is involved in sales of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services via a large network of advisors using model-based strategies supported by third-party asset managers and custodians.
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, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by model portfolios, third-party research, and various specialized programs.
Christopher M
Series 65, Series 63
Pontotoc, MS
Primerica Advisors
Christopher Mccrory is a financial advisor with Primerica Advisors in Pontotoc, MS. He holds Series 65 and Series 63 licenses and has six years of industry experience, including roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, he has teaching experience at several high schools since 2014. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers and provides custody and trade execution support through BNY Mellon Advisors and Pershing.
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Finding advisors...
8 advisors near
38863
within the area shown on the map
Out of 400,000+ nationwide