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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 with Building Wealth Financial Advisory LLC, holding a Series 65 designation and entering the industry with no prior advisory experience. His background includes service in the United States Air Force, two years at a regional bank, and over a decade in the Paris School District. He operates "Building Wealth with Brock," a personal finance education and digital media brand that produces online content on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC provides fee-only fiduciary financial planning and non-discretionary investment advice to individuals, families, high-net-worth clients, and trusts. The firm emphasizes long-term, tax-efficient portfolios using low-cost, diversified passive ETFs and follows a compensation model focused on hourly, fixed-fee, and subscription services without commissions or custody of client assets.
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. He holds a Series 66 designation and has previously worked at MA Bank and served as the 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 offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.
Courtney J
Series 66
Paris, MO
LPL Financial
Courtney Jones is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securities America Advisors and Tpnp (formerly The Paris National Bank), where she has been employed since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.
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 with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at USAdvisors Wealth Management, LLC and Securities America, Inc., and has been associated with Alliant Bank since 1997. In addition to her advisory role, she is involved in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial activities supported by advanced operational tools.
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Finding advisors...
5 advisors near
63456
within the area shown on the map
Out of 400,000+ nationwide