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10 advisors near
88101
within the area shown on the map
Out of 400,000+ nationwide
Marissa L
Series 66
Clovis, NM
Edward Jones
Marissa Lucas is a financial advisor with Edward Jones in Clovis, NM, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2019 with a break at American Heritage Bank from 2020 to 2022. Outside of her advisory role, she owns several rental properties. 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 investment advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Earl T
Series 63, Series 66
Clovis, NM
Edward Jones
Earl Turvaville is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member and secretary for Lighthouse Mission, Inc., a local rescue mission serving the homeless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branches nationwide.
Mason O
Series 66
Clovis, NM
LPL Financial
Mason Odom is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. He has served at LPL Financial since 2021 and has been affiliated with The Bank of Clovis since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management options.
Alan K
Series 66
Clovis, NM
Edward Jones
Alan Kinlund is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member at Eastern New Mexico University and is involved in real estate development through a partnership coordinating the building of duplexes. 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 network of financial advisors and branch offices across the country.
Jason H
Series 66
Clovis, NM
LPL Financial
Jason Hennessy is a Series 66-licensed financial advisor with LPL Financial, based in Clovis, NM. He has 17 years of industry experience and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Tyler L
CFP®, ChFC®, Series 66
Clovis, NM
Edward Jones
Tyler Lucas is a financial advisor with Edward Jones in Clovis, NM, holding the CFP®, ChFC®, and Series 66 credentials, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Chili's and the City of Clovis. He also serves as an adjunct professor, teaching financial planning courses remotely. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 through a large nationwide network of advisors and branch offices.
Jeremiah J
Series 66
Clovis, NM
Edward Jones
Jeremiah Johnson is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he spent seven years working in educational roles at Allen High School and Van Alstyne High School. Outside of his advisory work, he is a 50% partner in Crittenden Investments LLC, a family business involved in custom home building and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of advisors and branch offices nationwide.
Nathan T
Series 66
Clovis, NM
Edward Jones
Nathan Turvaville is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at The American University in Cairo for five years and served in the United States Peace Corps. He is also a director of the Mazoho Foundation, advising the family foundation on resource allocation and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Deidra C
Series 66
Clovis, NM
Edward Jones
Deidra Coker is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with the Tri-Area Baptist Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.
Ethan T
Series 66
Clovis, NM
Edward Jones
Ethan Tucker is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than 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 strategies supported by a nationwide network of over 23,700 advisors.
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Finding advisors...
10 advisors near
88101
within the area shown on the map
Out of 400,000+ nationwide