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2 advisors near
65275
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.
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.
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Finding advisors...
2 advisors near
65275
within the area shown on the map
Out of 400,000+ nationwide