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19 advisors near
39440
within the area shown on the map
Out of 400,000+ nationwide
Laura C
Series 65
Laurel, MS
Element Wealth, LLC
Laura Cerra is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and is the owner of Laura Brame Cerra CPA, an accounting firm providing services to individuals and businesses. Element Wealth, LLC manages approximately $642 million and serves a diverse client base including individuals, retirement plans, trusts, and nonprofit organizations. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using a mix of relative strength, fundamental, and technical analysis to guide investment decisions.
James R
Series 63, Series 66
Laurel, MS
CreativeOne Securities, LLC
James Rasberry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Ameritas Investment Corp and Client One Securities, LLC, and has operated Rasberry Financial Services for over two decades. Outside of financial services, Rasberry is involved in several business ventures including ownership of a retail store selling American-made goods and participation on local economic development boards. He also appears occasionally on the HGTV show HOME TOWN. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.
Chandler C
Series 66
Laurel, MS
CreativeOne Securities, LLC
Chandler Carney is a financial advisor at CreativeOne Securities, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at First State Bank, Jones Logistics, FedEx Office, and the University of Mississippi. Outside of his financial services roles, Carney serves as a board member, league commissioner, and volunteer coach for the Laurel-Jones County Futbol Club, a recreational youth soccer league. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management via its proprietary advisory platform.
Michael A
ChFC®, Series 63
Laurel, MS
CreativeOne Securities, LLC
Michael Axton is a financial advisor at CreativeOne Securities, LLC with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Client One Securities, LLC and Ameritas Investment Corp, as well as maintaining his own firm, Michael J Axton CLU, ChFC and Associates, since 1983. Outside of his advisory work, he is involved in selling and servicing fixed insurance and life insurance products through separate independent business activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering discretionary and non-discretionary portfolio management alongside retirement-plan fiduciary services.
Casey B
Series 65, Series 66
Laurel, MS
Newedge Advisors
Casey Butts Sr. is an investment advisor representative at NewEdge Advisors with Series 65 and Series 66 credentials and two years of industry experience. His prior work includes roles at Sanderson Farms and Merrill. Outside of advising, he is a member and manager of two law firms, Wells Butts Law, PLLC and Casey L. Butts, Attorney at Law, PLLC. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and advisory programs supported by centralized due diligence and technology tools.
Stephen M
Series 63, Series 65
Laurel, MS
Centaurus Financial, Inc.
Stephen Mccraw is a financial advisor with Centaurus Financial, Inc. in Laurel, MS, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Centaurus Financial since 2015 and has operated as a self-employed advisor since 1978. Outside of his advisory role, he is also licensed as an insurance agent, involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a range of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and third-party resources.
John M
Series 66
Laurel, MS
Edward Jones
John Mitchell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles in education at several universities and employment in fields such as trailer manufacturing and landscaping. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Coty P
Series 66
Laurel, MS
Cetera
Coty Primeaux is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has been with Cetera since 2015. Primeaux serves on the board of Methodist Senior Services, where he participates in reviewing and approving the operations of the retirement community's management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.
Harmon C
Series 63, Series 66
Laurel, MS
Raymond James Financial
Harmon Callen III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Trustmark Bank and LPL Financial, with current affiliations that began in 2025. Outside of advising, he owns Callen Enterprises LLC, a small rental property business used primarily for family overflow and short-term rentals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools, supporting a broad network of advisors and specialized municipal and retirement plan services.
James E
Series 66
Laurel, MS
Edward Jones
James Elders is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in various school districts, including Newton County and Quitman Public School Districts. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
William W
Series 63, Series 65
Laurel, MS
Raymond James Financial
William Wansley is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1985 and Raymond James Financial since 2009. In addition to his advisory role, Wansley is also a licensed life insurance agent. 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 uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Mallory Y
Series 66
Laurel, MS
Edward Jones
Mallory Yoder is a Series 66 credentialed financial advisor at Edward Jones in Laurel, Mississippi, with 12 years of industry experience. She has worked with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Marion G
CFP®, Series 63
Laurel, MS
Edward Jones
Marion Geer is a CFP®-designated financial advisor with Edward Jones, based in Laurel, MS, and has 38 years of experience in the industry. She has been with Edward Jones since 2014. Outside of financial advising, Geer is involved with NatureQuest LLC, a tree farm, and serves as a director for Freedom Living, a nonprofit ministry. 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 manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
Prosper J
Series 66, Series 65
Laurel, MS
LPL Enterprise
Prosper Johnikin is a financial advisor with LPL Enterprise who holds Series 65 and Series 66 licenses and has three years of industry experience. His prior work includes roles at RWM Capital, Persea Capital Management, and Ford Motor Company. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated trust and insurance services.
Johnson M
CFP®, Series 66
Laurel, MS
Raymond James Financial
Johnson Marcellino is a CFP® professional with 13 years of industry experience currently with Raymond James Financial in Laurel, MS. He previously worked at LPL Financial for 12 years. Johnson serves on the board and financial subcommittee of a local Christian school. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a municipal advisory affiliation uncommon among large institutional advisors.
Jessica B
Series 66
Laurel, MS
Raymond James Financial
Jessica Bilbo is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Trustmark Bank. Outside of her advisory role, she is involved with Trustmark Financial Services in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and a large advisor network. The firm also supports municipal and public finance work through a unique affiliation with a municipal advisor and offers specialized retirement plan consulting services.
Lee M
CFP®, Series 63, Series 66
Laurel, MS
Edward Jones
Lee Mitchell is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also the owner of Falcon Asset Management, an LLC, and is involved in aviation activities through The Bird Aviation, where he is president and a flight trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.
Michael C
Series 66
Laurel, MS
Edward Jones
Michael Cudworth is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory work, he is the owner of BMG Properties LLC, a rental property business in Inlet Beach, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.
Matthew W
Series 63, Series 65
Laurel, MS
Raymond James Financial
Matthew Witbeck is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, LPL Financial, and Northwestern Mutual Investment Management. Outside of advising, he has involvement with Trustmark Bank as a bank associate. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through unique affiliations.
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Finding advisors...
19 advisors near
39440
within the area shown on the map
Out of 400,000+ nationwide