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13 advisors near
47842
within the area shown on the map
Out of 400,000+ nationwide
William C
Series 63, Series 65
Rockville, IN
FIFTH THIRD SECURITIES, Inc.
William Cox is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate entities, and institutional investors. The firm is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank, offering multiple discretionary managed-account options and advanced features such as direct indexing and tax-overlay services.
Brian M
ChFC®, Series 63, Series 65
Clinton, IN
Ameritas Advisory Services, LLC
Brian Mcleish Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked extensively with State Farm Insurance and its affiliated entities. Outside of advising, he serves as president of the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is vice-president of McLeish Enterprises LLC, a business offering golf simulator rentals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house models and third-party managers supported by the firm’s integrated platform.
Joseph H
Series 66
Paris, IL
LPL Financial
Joseph Hasler is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at VirtuSense Technologies for five years and held positions at Eureka College for six years. He is a Series 66 license holder and is based in Paris, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.
Eric B
CFP®, Series 66
Rockville, IN
Edward Jones
Eric Byers is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked for a total of nine years across two periods starting in 2012. He has four years of industry experience and previously operated Byers Farms LLC, an agricultural business where he was involved in animal care and equipment maintenance. Byers currently works in Rockville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.
Monti B
Series 63, Series 66
Rockville, IN
Edward Jones
Monti Byers is a financial advisor with Edward Jones in Rockville, Indiana, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as president of BBZ Enterprises, Inc., where he is involved in sourcing investment capital and examining financial statements for real estate investments. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor and branch network and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.
Jessica L
Series 66
Rockville, IN
Edward Jones
Jessica Lynk is a financial advisor with Edward Jones in Rockville, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lynk serves on the board of directors for Torch Newspapers, Inc. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.
Derrick L
Series 66
Paris, IL
LPL Financial
Derrick Lorenzen is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including 12 years at Edward Jones prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through its network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technologies such as machine learning across discretionary and non-discretionary management options.
Gregg W
CFP®, Series 63, Series 65
Paris, IL
Edward Jones
Gregg Whitkanack is a financial advisor with Edward Jones in Paris, Illinois, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including 21 years with Edward Jones. Outside his advisory role, he is involved in managing real estate properties as a landlord. 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, supported by a large nationwide network of financial advisors and branch offices.
Laurie H
Series 66
Clinton, IN
Edward Jones
Laurie Harbison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Laurie is based in Clinton, Indiana. Outside of her advisory role, her family is involved with a farm business in Rockville, Indiana. 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 national network of financial advisors and branch offices.
Douglas H
Series 63, Series 65
Paris, IL
LPL Financial
Douglas Hasler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2012 and is also involved with Longview Bank & Trust, Marks Group Wealth Management, and a private family foundation. Hasler serves as president of the Joe & Nila White Hasler Foundation and is a commissioner on the City of Paris, Illinois city council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management alongside research and model portfolios.
Chance J
Series 66
Clinton, IN
Edward Jones
Chance Jones is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Collom Excavating and in educational roles at Trine University and Riverton Parke High School. 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 manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.
James H
Series 66
Terre Haute, IN
Edward Jones
James Huxford is a Series 66 licensed financial advisor with Edward Jones, based in Terre Haute, IN. He has 18 years of industry experience, including 19 years with Edward Jones. Outside of his advisory role, he assists with cattle and property maintenance on a family farm and is occasionally involved with a vacation home rental business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.
Nathan E
Series 66
Rockville, IN
Edward Jones
Nathan Eslinger is a financial advisor with Edward Jones in Rockville, Indiana, holding a Series 66 designation and four years of industry experience. He previously worked at Centier Bank for five years and at RR Donnelley and Sons/LSC Communications for one year. 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 nationwide network of over 23,700 financial advisors.
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Finding advisors...
13 advisors near
47842
within the area shown on the map
Out of 400,000+ nationwide