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8 advisors near
47872
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 ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with Ameritas Advisory Services, LLC and its affiliated entities. Outside of his advisory role, he serves as president of the Board for the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is a partner and vice president of McLeish Enterprises LLC, a startup business renting golf simulator time. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and maintains a corporate structure that includes affiliated broker-dealer and insurance companies.
Eric B
CFP®, Series 66
Rockville, IN
Edward Jones
Eric Byers is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he managed Byers Farms LLC, an agricultural business where he performed caretaking of animals and farm machinery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs. The firm offers both discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating 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.
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.
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.
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...
8 advisors near
47872
within the area shown on the map
Out of 400,000+ nationwide