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9 advisors near
39426
within the area shown on the map
Out of 400,000+ nationwide
Carrie Y
Series 63, Series 66
Carriere, MS
HUB Investment Partners, LLC
Carrie Yates is a financial advisor at HUB Investment Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade and Fidelity. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers access to various advisory platforms, serving as a fiduciary for retirement and IRA accounts.
Chloe C
Series 66
Picayune, MS
Edward Jones
Chloe Couvillion is a financial advisor at Edward Jones in Picayune, MS, holding a Series 66 designation with one year of industry experience. Her prior background includes education at Louisiana State University and a role at Pope John Paul II Catholic High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Brandon R
Series 63, Series 66
Carriere, MS
Edward Jones
Brandon Rhodes is a financial advisor with Edward Jones in Carriere, MS, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has been with Edward Jones since 2004. Rhodes serves as a board member of the St. Stanislaus Progression Board in Bay St. Louis, MS, where he helps coordinate the school's financial position and activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its large advisor network and affiliated capabilities beyond advisory services.
Shan S
Series 66
Picayune, MS
Edward Jones
Shan Seymour is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and operates We Rock The Spectrum, a children’s gym in Mandeville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Paige G
Series 66
Picayune, MS
Edward Jones
Paige Gaubert is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Paige held roles at Champion Insurance Partners and worked at Pope John Paul II Catholic High School. Paige has also been involved with Magnolia Athletic Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Thierry G
CFP®, Series 63
Picayune, MS
Edward Jones
Thierry Gaubert III is a CFP® with 29 years of experience in financial advising, currently with Edward Jones since 1996. He is based in Picayune, MS. Outside of his advisory role, he is a member of Citation Logistics LLC and Gulf South Oil Solutions LLC, both involved in transportation and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. With over 23,000 advisors, the firm manages approximately $1.01 trillion in assets and offers varied investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Billy H
Series 66
Bogalusa, LA
Edward Jones
Billy Hartfield is a financial advisor with Edward Jones in Bogalusa, LA, holding a Series 66 credential and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of advisors and branches and offers services under a fiduciary standard.
Jimmy W
Series 63, Series 65
Picayune, MS
Primerica Advisors
Jimmy Ward is a financial advisor with Primerica Advisors in Picayune, MS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2004. In addition to his advisory role, Ward is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Kaylee H
Series 66
Picayune, MS
Cetera
Kaylee Henderson is a financial advisor at Cetera with six years of industry experience. She holds the Series 66 designation and has worked at firms including Hancock Whitney Bank and Roberts Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.
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Finding advisors...
9 advisors near
39426
within the area shown on the map
Out of 400,000+ nationwide