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Financial Planning Services Advisors in Memphis, Tennessee
1,039 Results
Unclaimed

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brian Wiuff is a financial advisor with Raymond James & Associates, Inc. Brian has been working in the financial industry since February 7, 2007. Brian is registered in Tennessee as an investment advisor representative. Brian is also a licensed Series 63, Series 7 and SIE exam holder. Brian specializes in providing financial advice to a wide range of clients, including individuals, corporations, trusts, pensions and profit sharing plans, charitable organizations, and insurance companies. Brian is committed to providing clients with personalized financial advice and services that meet their unique needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MEMPHIS, TN

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Brian Edward Etz is a financial advisor with Stifel, Nicolaus & Company, Inc. Brian has been in the industry since 2011, and holds the Series 63, Series 7 and SIE licenses. Brian specializes in several areas including: Portfolio management for businesses, Portfolio management for individuals, Portfolio management for pooled investment vehicles, Pension consulting, Educational seminars, Selection of other advisors and Financial planning.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Barron Williams is a financial advisor with Raymond James & Associates, Inc., based in Memphis, TN. Brian has been a financial advisor since 1997. He has a wide range of experience in the industry, including previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. He is also a licensed investment advisor representative in Tennessee and Texas. Brian specializes in providing a range of financial services including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MEMPHIS, TN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Britton William Wilkins is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Britton has been in the financial industry since October 1997. Britton holds Series 7, 24, 52TO, 53, 63, and 79TO licenses. Britton is registered in twelve states. The advisor specializes in various areas, including fixed income, mutual funds, stocks, options, and variable annuities.

SPECIALIZATIONS

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

MEMPHIS, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brooke Bobo is a registered representative with Edward Jones, located in Memphis, TN. Brooke has been in the financial services industry since January 2023. Brooke has earned her Series 66, Series 7TO and SIE licenses, and is registered with the states of Arkansas, Florida, Mississippi and Tennessee. Brooke was previously employed by Thrivent Investment Management Inc.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MEMPHIS, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brooke Burnes Stover is a financial professional with over 10 years of experience in the financial services industry. Brooke is currently registered with Wells Fargo Clearing Services, LLC and has previously held positions with Stephens, Duncan-Williams, Inc., and Morgan Keegan & Company, Inc.. Brooke is committed to providing personalized financial advice and investment management services to her clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Prospera Financial Services, Inc.

location

Memphis, TN

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Brown Burch Baine is a financial advisor with Prospera Financial Services, Inc. Brown has been working in the financial industry since 1994. They are licensed in Alabama, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Michigan, Mississippi, New Jersey, New York, North Carolina, Tennessee, Texas, and Virginia. Brown specializes in providing financial planning services, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Edwin Angotti is a financial advisor at Raymond James & Associates, Inc. based in Memphis, TN. Bruce has been in the financial services industry since November 1, 2007. Bruce has been registered with Raymond James & Associates, Inc. since February 13, 2013. Prior to joining Raymond James & Associates, Inc., Bruce worked at MORGAN KEEGAN & COMPANY, INC. from December 3, 2008, to February 13, 2013. Bruce also worked at WADDELL & REED, INC. from June 4, 1988, to July 5, 1989. Bruce holds the Series 6, 7, 66, SIE and 79TO securities licenses. Bruce is registered to provide investment advice in the state of Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Clearing Services, LLC

location

MEMPHIS, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Roper is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial services industry since March 2010. Bryan holds a Series 7, Series 66 and SIE license. Bryan is registered to provide investment advice in Alabama, Arkansas, California, Colorado, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Mississippi, Missouri, New York, Tennessee, Texas, Virginia, Washington, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MEMPHIS, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Edmundson is a financial advisor with Stifel, Nicolaus & Company, Inc. in MEMPHIS, TN. Bryan has been in the industry since 2012. Bryan holds the Series 7, Series 63, and SIE licenses. Bryan's previous experience includes working with Vining-Sparks IBG, LLC and Duncan-Williams, Inc. Stifel, Nicolaus & Company, Inc. is a large firm that provides financial planning, portfolio management and pension consulting services to individuals, businesses, high net worth individuals and institutions.

SPECIALIZATIONS

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

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