Cleveland, MS North Pearman Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,663 advisors across 10,418 offices

Location

214 North Pearman Ave

Cleveland MS 38732

Advisors at this office

3

Advisors at this office

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Peyton C

Series 66

Cleveland, MS

LPL Financial

Peyton Chambers is a financial advisor with LPL Financial who holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2024, Chambers worked at Securities America Advisors, Inc., Investacorp Inc., and also has experience in education at Delta State University and Mississippi Delta Community College. Outside of advising, Chambers previously owned and operated C&C Lawn Care LLC for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies including machine learning.

College savings (529s, UTMA, etc.)
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David P

CFP®

Cleveland, MS

LPL Financial

David Putman is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Investacorp, Inc. and Securities America Advisors, Inc. He is also a licensed notary in Mississippi. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported strategies.

College savings (529s, UTMA, etc.)
user avatar

James O

Series 63, Series 65

Cleveland, MS

LPL Financial

James Otts is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Investacorp, Securities America Advisors, and OSAIC. Outside of his advisory work, he is involved with JWalton Otts Investment Firm LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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