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5 advisors near
63456
within the area shown on the map
Out of 400,000+ nationwide
Brock M
Series 65
Paris, MO
Building Wealth Financial Advisory LLC
Brock Miller is a financial advisor at Building Wealth Financial Advisory LLC in Paris, Missouri, holding a Series 65 designation with no prior industry experience. He has a background that includes service in the United States Air Force, work at Regional Missouri Bank, and employment with the Paris School District. Outside of advisory services, he operates Building Wealth with Brock, a personal finance education and digital media brand focused on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC is a fee-only fiduciary firm that provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, families, trusts, retirement plans, and small businesses. The firm uses a core-satellite investment approach combining low-cost passive ETFs and selective individual stocks, emphasizing retirement plan consulting and held-away account advice.
Seth B
Series 66
Monroe City, MO
OSAIC Institutions, INC.
Seth Bray is a financial advisor at OSAIC Institutions, Inc. with two years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he has held various roles including offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account options.
Courtney J
Series 66
Paris, MO
LPL Financial
Courtney Jones is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at LPL Financial and has previously held roles at Securities America Advisors and Securities America Inc. Jones is also involved with Tpnp, formerly The Paris National Bank, where she has served since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various specialized strategies.
Toni H
CFP®, Series 66
Monroe City, MO
Edward Jones
Toni Hunter is a financial advisor at Edward Jones with a CFP® designation and Series 66 license, bringing eight years of industry experience. She has been with Edward Jones since 2016. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Loree Q
Series 66
Monroe City, MO
LPL Financial
Loree Quinn is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked previously at USAdvisors Wealth Management, LLC and Securities America, Inc. Quinn is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and technologies such as machine learning.
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Finding advisors...
5 advisors near
63456
within the area shown on the map
Out of 400,000+ nationwide