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9 advisors near
40741
within the area shown on the map
Out of 400,000+ nationwide
David W
Series 63, Series 65
London, KY
SPC
David Walters is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, OneAmerica Securities, and Foresters Equity Services. In addition to his advisory role, Walters is president of Cardinal Insurance & Financial Services Inc., where he manages a fixed insurance business focused on group and individual medical, life, disability, dental, and vision insurance, as well as Medicare supplement policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing discretionary and nondiscretionary strategies tailored to client suitability.
Jonathon H
Series 66
London, KY
Edward Jones
Jonathon Hibbard is a financial advisor with Edward Jones in London, KY, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is an author and has published a book available as an e-book on Amazon. 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, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.
Tabitha E
Series 66
London, KY
Edward Jones
Tabitha Elam is a financial advisor with Edward Jones in London, Kentucky. She holds the Series 66 designation and has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Raleigh R
Series 66
London, KY
Cambridge Investment Research Advisors
Raleigh Ryser III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020, following a 12-year tenure at Securities Service Network, Inc. Ryser serves as a board member of the Laurel County Public Library and participates in other local business and nonprofit boards. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.
J C
PFS™, Series 63
London, KY
Cetera
J Cloyd is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials and bringing 37 years of industry experience. He has worked at firms including Avantax Advisory Services, H.D. Vest, and 1st Global Advisors, and he also operates a CPA practice through Cloyd & Associates PSC. Outside of advising, he is involved as a partner in a bookkeeping and payroll firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to a variety of third-party managers through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors.
Michael F
PFS™, Series 63
London, KY
Edward Jones
Michael Fiechter is a financial advisor with Edward Jones in London, Kentucky, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. He has been with Edward Jones since 1999. He serves as a board member of the London-Laurel County Industrial Authority, a local industrial recruiting agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated services, including trust, mutual funds, and securities-based lending under a fiduciary standard.
Caleb T
Series 66
London, KY
Edward Jones
Caleb Taylor is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at First National Bank of Manchester and Transamerica. Outside of finance, he is the owner and operator of Kentucky Klippers Lawn Care, LLC, a lawn care business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.
Todd S
Series 63, Series 65
London, KY
Edward Jones
Todd Strouse is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2009. Outside of his advisory role, he serves as an elder at Grace Community Church in Richmond, KY, overseeing children’s ministries and outreach, and is the president of the Laurel Community Lions Club in London, KY, where he supports event planning and sponsorship solicitation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Robyn A
CFP®, Series 66
London, KY
Edward Jones
Robyn Armstrong is a CFP® with eight years of industry experience and currently serves as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked for nine years at Kroger. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of more than 23,700 advisors and offers a range of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
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Finding advisors...
9 advisors near
40741
within the area shown on the map
Out of 400,000+ nationwide