Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ridgeland, MS
Every SEC-registered investment adviser representative at a firm office in Ridgeland, with the firms that employ the most of them.
216 registered advisors work in Ridgeland; the most are at Morgan Stanley (22). 36 list the CFP designation and 147 are also registered broker representatives.
Firms with the most advisors in Ridgeland
Advisors in Ridgeland, A to Z
CFP advisors in Ridgeland →- Richard M. AdairPfs Investments Inc.
- Kelly L. AdamsEasley Investment Consultants, Inc. · Certified Financial Planner
- John C. AdcockWells Fargo Clearing Services, LLC
- David B. AllenPark Avenue Securities LLC · Chartered Financial Consultant
- Camille J. Allen-SnyderPark Avenue Securities LLC
- Nancy L. AndersonNew Perspectives, Inc. · Chartered Financial Analyst
- Sally S. AvalonRaymond James & Associates, Inc. · Certified Financial Planner
- James P. BaileyElement Wealth, LLC
- John M. BairdLPL Financial LLC
- Ken H. BarnettRaymond James & Associates, Inc.
- Landry C. BarnettWaverly Advisors, LLC
- Mark H. Bean IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank R. BennerMorgan Stanley
- Tiffany S. BerglandBergland Wealth Management, Inc. · Certified Financial Planner
- Brendan BerryMorgan Stanley
- James H. BestPfs Investments Inc.
- Daniel R. BiggersValic Financial Advisors, Inc.
- Kevin D. BinghamCambridge Investment Research Advisors, Inc.
- Beverly V. Bishop IILPL Financial LLC
- David H. BollsCambridge Investment Research Advisors, Inc.
- Charles D. BourneRaymond James & Associates, Inc.
- Weldon R. BoylesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William R. BoylesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nancy A. BrantonRaymond James & Associates, Inc.
- Jason D. Brown Jr.Renaissance Advisors · Certified Financial Planner
- Mitchell C. BrownHarmon Financial Advisors, Inc.
- Bradley J. BumgarnerMorgan Stanley
- Jeanne C. BurnsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Preston M. ByersEagle Strategies LLC
- Tammy L. ByrdVirtue Capital Management, LLC
- Evan ByrneCharles Schwab & Co., Inc.
- David C. CadeMorgan Stanley
- Edward L. CarlisleWaverly Advisors, LLC · Certified Financial Planner
- Vaiden A. ClarkMag Cap
- Dierk L. CockrellRaymond James & Associates, Inc.
- Worth J. ConnerCetera Investment Advisers LLC
- Jonathan A. CookThrivent Investment Management Inc.
- Quinn A. CrothersMorgan Stanley
- Julie A. CulbersonMorgan Stanley
- Tom S. DavenportDavenport Watts & Drake Investment Advisors, LLC
- Matthew R. DavisArgent Wealth, LLC
- Michael P. DennyGrantham Poole Advisors, LLC · Certified Financial Planner
- Billy W. Dixon IILPL Enterprise, LLC
- Cristopher M. DockeryArgent Wealth, LLC
- Melanie W. DowellMorgan Stanley
- Preston W. DowellMorgan Stanley
- Walker S. DowellMorgan Stanley
- Henry M. Drake Jr.Davenport Watts & Drake Investment Advisors, LLC · Personal Financial Specialist
- Annette A. DuboseMorgan Stanley
- Charles P. DuckworthMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carl R. Easley Jr.Easley Investment Consultants, Inc. · Certified Financial Planner
- Lauren B. EiknerSmith Shellnut Wilson · Certified Financial Planner
- Stephanie A. EvansMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John T. EverettArgent Wealth, LLC
- Elisse L. EwingWells Fargo Clearing Services, LLC
- Christopher D. FayBalefire, LLC
- Brian T. FenelonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Arthur FinkelbergRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Robert B. FiorettiSmith Shellnut Wilson
- Ashby M. Foote IIIVector Money Management Inc.
- Chad W. FranksEagle Strategies LLC
- Derrick FreemanPark Avenue Securities LLC
- Frederick W. Garraway Jr.Wells Fargo Clearing Services, LLC
- Christa B. GarrettMorgan Stanley
- Andrew E. GayElement Wealth, LLC
- James R. GerhartNew Perspectives, Inc.
- Barbara J. GibbonsMorgan Stanley
- Jerry D. GlazeStephens
- Gabriel H. GodboldLPL Financial LLC
- Ryan GrasselValic Financial Advisors, Inc. · Certified Financial Planner
- Joanna A. GreeneMag Cap
- Julie GriceRaymond James & Associates, Inc.
- Stephen M. GrinerMag Cap
- Thomas E. Guillot Jr.Morgan Stanley
- Ebonie M. HackettSmith Shellnut Wilson
- Jason D. HahnOsaic Wealth, Inc.
- Bayar A. HamidValic Financial Advisors, Inc.
- Maggie T. HartnessLegacy Wealth Management, LLC
- John S. HarveyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ellen M. HazlewoodDavenport Watts & Drake Investment Advisors, LLC
- John W. HeidelbergMag Cap
- Wilfred W. Henderson IIILegacy Wealth Management, LLC
- George W. HesterBalefire, LLC
- Ethan J. HillMorgan Stanley
- John F. HillKestra Advisory Services, LLC · Certified Financial Planner
- Nicholas HunterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mason IrbyEdward Jones
- Wendy N. JacobsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David K. JesiolowskiSignal Advisors Wealth, LLC
- Samuel J. JewWells Fargo Clearing Services, LLC
- William P. Johnson, Jr.Smith Shellnut Wilson
- Stephanie M. KellyRenaissance Advisors · Certified Financial Planner
- William R. KengOsaic Wealth, Inc. · Chartered Financial Consultant
- William A. Kientz IIIBalefire, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephen C. KinsleyBalefire, LLC
- Will K. KnightBalefire, LLC
- Georgia Y. KountourisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer C. LadnerValic Financial Advisors, Inc.
- Thomas D. LandrumPfs Investments Inc.
- Leo T. Landry IIILPL Financial LLC
- Michael C. LangdonGrantham Poole Advisors, LLC
- Richard K. LawrenceWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jason N. LittleRaymond James Financial Services Advisors, Inc.
- Tracey L. LoveThrivent Investment Management Inc.
- Kaleb LovertichRaymond James & Associates, Inc.
- Paul K. Loyacono Jr.Mag Cap
- Robert E. LyleOsaic Wealth, Inc.
- Jane L. MappValic Financial Advisors, Inc.
- Charles F. Marion Jr.Mag Cap
- Juli-Ann L. MarquetteElement Wealth, LLC
- Jordan C. MaruszakBalefire, LLC · Certified Financial Planner
- Steven C. MasseyKestra Advisory Services, LLC · Certified Financial Planner
- Tara C. MayMag Cap
- Sara MayeuxMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradley M. McCaaAmeriprise Financial Services, LLC
- Erin P. McCainKestra Advisory Services, LLC
- Landon J. McCampbellRaymond James Financial Services Advisors, Inc.
- Patrick L. McCrawCetera Investment Advisers LLC
- Douglas M. McDaniel Sr.Waverly Advisors, LLC · Certified Financial Planner
- James P. McDavidPfs Investments Inc.
- Jake R. McGehee IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William C. McKeithenSmith Shellnut Wilson
- Hance W. McKenzie Jr.Raymond James & Associates, Inc.
- Ryan D. McKibbenFocus Partners Wealth, LLC
- Margaret P. McLartyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Paul F. McNeillMag Cap
- Andrew W. MiddletonOsaic Wealth, Inc.
- John G. MillerMorgan Stanley
- Charles B. Mitchell IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jack G. MooreFocus Partners Wealth, LLC
- Thomas MooreState Farm Investment Management Corp.
- David S. MorseElement Wealth, LLC · Certified Financial Planner
- Douglas P. MuenzenmayWaverly Advisors, LLC · Chartered Financial Analyst
- Casey D. MyrickEdward Jones · Certified Financial Planner
- Maxwell H. NeelyStephens · Chartered Financial Analyst
- Jeremy M. NelsonElement Wealth, LLC
- Matthew A. NewmanArgent Wealth, LLC
- Wilson K. NicholsArgent Wealth, LLC
- Grady D. NigrevilleState Farm Investment Management Corp.
- Erik J. OlsonArgent Wealth, LLC
- Christina S. OsborneEagle Strategies LLC
- Martin E. Palomo IVArgent Wealth, LLC
- Peyton W. ParkerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William G. ParkerRaymond James & Associates, Inc.
- Donald ParsonsWells Fargo Clearing Services, LLC
- Sarah R. PehlerElement Wealth, LLC
- Candace S. PlunkettMorgan Stanley
- Jake R. PonderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jena W. PonderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stan P. PurvisFocus Partners Wealth, LLC · Certified Financial Planner
- Samuel M. PyanovCharles Schwab & Co., Inc.
- Rankin R. RawlingsWells Fargo Clearing Services, LLC
- Robert P. ReevesLPL Enterprise, LLC
- Timothy P. ReidMorgan Stanley
- Joseph G. Rice Jr.Raymond James & Associates, Inc.
- Paul M. RiceRaymond James & Associates, Inc.
- Ryan C. RiversPfs Investments Inc.
- T S. Robertson IIIWells Fargo Clearing Services, LLC
- Charles E. RogersState Farm Investment Management Corp.
- J. Sessions Roland IIICetera Investment Advisers LLC · Certified Financial Planner
- Matthew A. RothCetera Investment Advisers LLC
- Jill M. RoweRaymond James & Associates, Inc.
- Douglas C. RuleMorgan Stanley
- Richard A. ScarbroughAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary H. SchaffhauserRaymond James & Associates, Inc.
- Rebecca L. SchneebergerRaymond James & Associates, Inc.
- Jackson SharpKestra Advisory Services, LLC · Certified Financial Planner
- William S. Siddall IIIRaymond James & Associates, Inc.
- Marcus C. SilerRaymond James & Associates, Inc.
- Karolina K. SimmonsLPL Financial LLC
- Douglas A. SimpsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark H. SimpsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Taylor M. Sledge Jr.Eagle Strategies LLC
- Ryan C. SmeltzerBalefire, LLC · Chartered Financial Analyst
- Frank W. Smith Jr.Smith Shellnut Wilson
- Frank W. Smith IIISmith Shellnut Wilson · Chartered Financial Analyst
- James W. Smith Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- William C. SmithGuaranty Private Wealth
- James H. StevensMag Cap
- Marvin C. StockettPark Avenue Securities LLC · Certified Financial Planner
- Haley B. StockstillWells Fargo Clearing Services, LLC
- William O. Stone Jr.Waverly Advisors, LLC
- Stedman A. StricklandWaverly Advisors, LLC
- Bryan M. SumnerMorgan Stanley
- Robert B. SuttonGuaranty Private Wealth · Certified Financial Planner
- Mary L. SweatMorgan Stanley
- James R. SwindellValic Financial Advisors, Inc.
- Joshua R. TaffNew Perspectives, Inc. · Chartered Financial Analyst
- Joshua H. TafferSignal Advisors Wealth, LLC
- Steven D. TaylorRaymond James Financial Services Advisors, Inc.
- Matthew R. TeelFocus Partners Wealth, LLC · Certified Financial Planner
- Bowen B. ThigpenCwm, LLC · Certified Financial Planner
- Scot A. ThigpenCwm, LLC · Certified Financial Planner
- Patrick C. ThomasPark Avenue Securities LLC
- Matthew ThompsonSmith Shellnut Wilson · Chartered Financial Analyst
- Christopher A. TiptonBalefire, LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles A. TriplettEagle Strategies LLC
- Taylor B. TriplettEagle Strategies LLC
- William B. TrustyMag Cap
- James T. VanceValic Financial Advisors, Inc.
- Jennifer W. WalleyMorgan Stanley
- Timtico C. WatermanWells Fargo Clearing Services, LLC
- David L. WatsonAdvocacy Wealth Management, LLC · Chartered Financial Analyst
- Forbes L. WatsonLegacy Wealth Management, LLC
- Reid M. WatsonLegacy Wealth Management, LLC · Certified Financial Planner
- Robert D. WebbCharles Schwab & Co., Inc.
- Jodi WelchMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vickie L. WhiteRaymond James & Associates, Inc.
- Danny C. WilliamsElement Wealth, LLC · Certified Financial Planner
- Michael B. WilsonEdward Jones
- Douglas Y. WingEquitable Advisors, LLC
- Courtney D. WoodMag Cap · Certified Financial Planner
- Karen G. WorrellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeremy L. YanceyElement Wealth, LLC
- Eugene J. Yelverton IIILPL Financial LLC
- Joseph B. ZimmermanMorgan Stanley
Other cities in Mississippi
All of Mississippi →Jackson 118Hattiesburg 67Madison 65Gulfport 58Tupelo 45Oxford 42Biloxi 37Brandon 29Meridian 28Flowood 25Laurel 22Ocean Springs 22Columbus 20Starkville 15Clinton 12Corinth 12Southaven 12Hernando 11Olive Branch 11Picayune 10Grenada 9Natchez 9Vicksburg 9Kosciusko 8
Questions
How many financial advisors are in Ridgeland, MS?
216 investment adviser representatives are registered at firm offices in Ridgeland, Mississippi, according to the SEC's Investment Adviser Public Disclosure records. 147 of them are also registered as broker representatives, and 36 list the CFP designation.
Which firm has the most financial advisors in Ridgeland?
Morgan Stanley, with 22 registered advisors in Ridgeland, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 19.
How do I check a financial advisor in Ridgeland?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.