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Advisors in Marion, Illinois
25 Results
Unclaimed

MWA Financial Services Inc.

location

Marion, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Hale is a financial advisor with MWA Financial Services Inc. Aaron is registered with the state of Illinois, Kansas, Kentucky, Massachusetts, Missouri, Texas, West Virginia, and Wyoming. Aaron is a Series 6, Series 26, and Series 63 licensed advisor with experience in the financial services industry since 2018. Aaron has a proven track record of providing financial advice to individuals, businesses, and charitable organizations. Aaron has specializations in providing services for individuals, business development companies, corporations or other businesses, charitable organizations, and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

Marion, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Jon Rogers is a financial advisor at Osaic Wealth, Inc., based in Marion, Illinois. Andrew has been working in the financial industry since March 19, 2015. Andrew holds Series 63, 65, 7TO and SIE licenses. Andrew is registered to provide advisory services in Florida, Illinois, Kentucky, and Tennessee. Andrew's firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

MARION, IL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ben Wilson Bruce is a financial advisor with over 25 years of experience in the financial services industry. Ben has been registered with Raymond James Financial Services Advisors, Inc. since 2017. Ben has a broad range of experience, including working with individuals, businesses, and institutions. Previously, Ben was a financial advisor with J.J.B. HILLIARD, W.L. LYONS, LLC, where Ben worked from 1995 to 2017. Ben specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Enterprise, LLC

location

MARION, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Beth Marie Walker is a financial advisor with LPL Enterprise, LLC. Beth has been a financial advisor for over 8 years and holds Series 6, 63, and 65 licenses. Beth has experience providing financial planning, consulting, and portfolio management services to individuals, businesses, and families. Beth is registered to offer investment advisory services in Illinois, Indiana, Texas, and Washington. Beth's office is located at 411 1/2 NORTH COURT STREET in MARION, IL.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Pruco Securities, LLC

location

Marion, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Woolcott is a financial professional with over 20 years of experience in the industry. He is currently registered with Pruco Securities, LLC in Marion, Illinois. Bradley is a Series 6 and Series 63 licensed professional and holds the SIE certification. He is registered as an investment advisor representative in Illinois. Bradley previously worked for COUNTRY CAPITAL MANAGEMENT COMPANY in Marion, Illinois, and has also held positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is an experienced financial advisor with expertise in a variety of areas, including retirement planning, investment management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

MARION, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brian McHugh is an active registered representative with Edward Jones since July 2015. Brian has been in the securities industry for over 8 years, and holds a Series 7, Series 66, and SIE licenses. Brian is registered with the state of Illinois for investment advisory services. Brian is a member of FINRA and is registered with the state of Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

MARION, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Cale Newlin is a financial advisor with Edward Jones. Cale has been in the financial services industry for over 15 years. Cale holds the Series 66, Series 7TO, and SIE licenses. Cale is registered to provide securities and investment advisory services in Alaska, Arizona, California, Colorado, Florida, Illinois, Missouri, Nevada, North Carolina, Oklahoma, Tennessee, and Texas. Cale specializes in helping individuals, businesses, and retirement plans achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Marion, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

David Joseph Fry is a financial advisor with Ameriprise Financial Services, LLC. David Fry has been in the industry since 2003. David Fry is registered with the state of Illinois as an Investment Adviser Representative (IAR) and a Registered Representative (RR) as well as several other states. David Fry holds the Series 7 and Series 63 securities licenses and the Series 65 investment advisory license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC

location

MARION, IL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Floyd Reed is a registered representative with MML Investors Services, LLC. Floyd has been in the financial services industry since March 6, 1985. Floyd is registered in Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Missouri, and Texas. Floyd holds the Series 6, Series 22, Series 63, and Series 65 licenses and is a licensed representative of MML Investors Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed
location

MARION, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Burroughs is an investment advisor representative with Edward Jones. Garrett has been in the industry since October 2022 and has registered with FINRA and the state of Illinois. Garrett is also registered as an investment advisor representative in Texas. Garrett specializes in retirement planning, college savings, and long-term care. Garrett has a Series 7, 66 and SIE licenses and is registered with Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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