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11 advisors near
39817
within the area shown on the map
Out of 400,000+ nationwide
Stephen P
Series 63
Bainbridge, GA
Raymond James Financial
Stephen Poitevint is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 41 years of industry experience. He has been with Raymond James Financial since 1990 and also operates Stephen P. Poitevint Inc. Outside of his advisory role, he serves as an elected elder and deacon at First Presbyterian Church in Bainbridge, GA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and various organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and it maintains a unique affiliation with a municipal advisor to support public finance needs.
Timothy T
Series 66
Bainbridge, GA
Edward Jones
Timothy Thompson is a Series 66 licensed financial advisor with five years of experience, currently working at Edward Jones since 2021. Prior to joining Edward Jones, he spent five years with the Bainbridge Decatur County Recreation Authority. 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 solutions supported by a large nationwide network of financial advisors and branch offices.
James J
CFP®, Series 63, Series 66
Bainbridge, GA
Mass Mutual Investors Services
James Jackson Jr. is a CFP®-credentialed financial advisor with Mass Mutual Investors Services, bringing three years of industry experience. Prior to joining MassMutual, he worked at HB Wealth Management, LLC and held multiple roles spanning financial services and other industries. Outside of advising, he serves as CFO of SOWEGA Meat Company, LLC, overseeing the company’s financial operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships on an annual collaborative basis using firm-approved analytical tools.
Clayton W
Series 66
Bainbridge, GA
Edward Jones
Clayton Wells is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Pinnacle Bank, Truist Bank, and the University of Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Paul B
Series 63, Series 65
Bainbridge, GA
Mass Mutual Investors Services
Paul Bridges III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial and Capital City Bank. Outside of his advisory work, he is involved in managing a cattle and horse farming business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for goal analysis and offers a range of programs including asset management and educational seminars.
Roland H
Series 66
Bainbridge, GA
Edward Jones
Roland Hancock III is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Georgia Southwestern State University and Southland Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large nationwide network of advisors and branch offices.
Robert M
Series 66
Bainbridge, GA
Edward Jones
Robert Mc Rae is a financial advisor at Edward Jones in Bainbridge, GA, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves on the Board of Directors and as Golf Chair at the Bainbridge Country Club. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.
Keith L
Series 66
Bainbridge, GA
Cetera
Keith Lyle Jr. is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has held roles at Brannen & Lyle Investment Company and Cetera ADVISORS LLC, and has experience in asset management and financial planning. He serves as an elected board member of the Firehouse Arts Center, a nonprofit focused on community arts growth, and on the University of Georgia's Online Master’s of Financial Planning academic program alumni council. He is also a member of the Port City Waterfowlers hunting club. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.
Rhonda D
Series 66
Bainbridge, GA
Raymond James Financial
Rhonda Downing is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving at Raymond James Financial in Bainbridge, GA. Her career includes over a decade at Stephen P Poitevint Inc, alongside long-term roles with Raymond James Financial Services. Outside of advising, she is involved as a partner in an auction and estate liquidation business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services using analytical tools such as risk profiling and probability modeling, and maintains unique offerings including municipal advisory services and a SIMPLE IRA Employer Advisory program.
Keith L
Series 63, Series 66
Bainbridge, GA
Cetera
Keith Lyle is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has worked with Cetera and its affiliates since 2013 and is also a partner and advisory representative at Brannen & Lyle Investment Company. Outside of his advisory roles, Lyle serves as chairman of the Bainbridge/Decatur County Development Authority and holds board memberships with the Decatur County Board of Education, Decatur Co. School Foundation, and Bainbridge Decatur County Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Major B
Series 66
Bainbridge, GA
LPL Financial
Major Brannen Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at multiple firms, including Cetera and Brannen Financial Services LLC, and serves on the board of First Port City Bank. Outside of finance, he is a board member of Elberta Crate & Box Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technological tools to support its extensive network of over 22,800 advisors.
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Finding advisors...
11 advisors near
39817
within the area shown on the map
Out of 400,000+ nationwide