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8 advisors near
40906
within the area shown on the map
Out of 400,000+ nationwide
Lee P
Series 66, Series 63
Corbin, KY
OSAIC Institutions, INC.
Lee Parks is a financial advisor with OSAIC Institutions, INC. holding Series 66 and Series 63 credentials and has 17 years of industry experience. He has worked at Infinex Investments, Inc. since 2011 and at Hometown Bank of Corbin from 2008 to 2022. Parks also owns a tax preparation business under the name Lee K Parks, CPA. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure and utilizing third-party promoters and wrap programs.
Steven P
Series 66
Corbin, KY
OSAIC Institutions, INC.
Steven Phipps is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with infinex Investments, Inc. and has prior experience at First National Bank & Trust. Outside of his advisory work, he is a co-owner of Family Venture, LLC, a real estate development and rental business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services tailored through customized engagements. The firm employs a network of investment adviser representatives who utilize a combination of fundamental and technical analysis and provide access to alternative investments and lending solutions.
Matthew T
Series 66
Corbin, KY
OSAIC Institutions, INC.
Matthew Taylor is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has prior work experience at Hometown Bank and Mallory Davis State Farm. Outside of his advisory work, he is the owner of Golden Dog Properties, LLC. OSAIC Institutions, Inc. serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.
Gary J
Series 63, Series 65
Corbin, KY
Cetera
Gary Johnson is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency LLC and Avantax Advisory Services. Johnson is also president of Johnson Financial Group PSC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
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.
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.
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.
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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Finding advisors...
8 advisors near
40906
within the area shown on the map
Out of 400,000+ nationwide