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17 advisors near
40744
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Out of 400,000+ nationwide
Lee P
Series 63, Series 66
Corbin, KY
OSAIC Institutions, INC.
Lee Parks is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Infinex Investments, Inc. since 2011 and previously at Hometown Bank of Corbin from 2008 to 2022. Parks also operates a tax preparation business as a CPA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary management.
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.
Steven P
Series 66
Corbin, KY
OSAIC Institutions, INC.
Steven Phipps is a financial advisor at OSAIC Institutions, INC. with 22 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., First National Bank & Trust, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a co-owner of Family Venture, LLC, a real estate development business operated with his spouse. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with a combination of discretionary and non-discretionary account management.
Matthew T
Series 66
Corbin, KY
OSAIC Institutions, INC.
Matthew Taylor is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining OSAIC, Matthew worked at Hometown Bank and Mallory Davis State Farm. Outside of his advisory role, he owns Golden Dog Properties, LLC. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure.
Gary J
Series 63, Series 65
Corbin, KY
Cetera
Gary Johnson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes long-term roles with Avantax and his own CPA firm, Gary E. Johnson CPA PSC, where he is president and provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.
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.
Joshua C
Series 63, Series 66
Corbin, KY
Edward Jones
Joshua Curry is a financial advisor at Edward Jones in Corbin, KY, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member of the Rotary Club of Corbin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.
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.
Kevin F
Series 66
Corbin, KY
Edward Jones
Kevin Flora is a financial advisor with Edward Jones in Corbin, KY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held various roles including involvement with FAHE, Inc. and multiple entrepreneurial ventures such as The Christmas Tree Farm and Kentucky Entrepreneur Group. Flora has experience managing several business enterprises alongside his advisory work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers various services including tax-efficient investing and fiduciary advisory standards.
Raleigh R
Series 66
London, KY
Cambridge Investment Research Advisors
Raleigh Ryser III is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 25 years of industry experience. His prior work includes positions at Securities Service Network, Natcity Investments, and A.G. Edwards & Sons. Ryser serves on the board of the Laurel County Public Library and is involved with additional local business and nonprofit entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals and employs both proprietary and third-party model strategies tailored to client objectives.
J C
PFS™, Series 63
London, KY
Cetera
J Cloyd is a financial advisor with Cetera, holding a PFS™ designation and Series 63 license, and has 38 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and H.D. Vest Advisory Services. Outside of financial advising, he is a CPA and operates a CPA practice, providing accounting and tax services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.
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.
Sara D
ChFC®, Series 66
Corbin, KY
Edward Jones
Sara Davis is a financial advisor with Edward Jones in Corbin, KY, holding the ChFC® designation and Series 66 license, with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Matilda Jane Clothing and the Social Security Administration. Outside of her advisory role, she helps manage operations for a rental property business in Williamsburg, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.
Caleb T
Series 66
London, KY
Edward Jones
Caleb Taylor is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at First National Bank of Manchester and Transamerica. Outside of his advisory role, he owns and operates Kentucky Klippers Lawn Care, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.
Todd S
Series 63, Series 65
London, KY
Edward Jones
Todd Strouse is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2008. Outside of his advisory role, he serves as an elder at Grace Community Church in Richmond, KY, and is president of the Laurel Community Lions Club in London, KY. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.
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.
David B
Series 66
Barbourville, KY
Edward Jones
David Broughton is a financial advisor with Edward Jones in Barbourville, KY, holding a Series 66 designation and 21 years of industry experience. He has been with Edward Jones since 2005. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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17 advisors near
40744
within the area shown on the map
Out of 400,000+ nationwide