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Stacy Spearman

Advisor at LPL Financial

Updated today

Location

Pontotoc, MS 38863

Credentials

Series 63, Series 66

Industry experience

27 years

About

Stacy Spearman is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and institutions. The firm offers a wide range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

309 Hwy 15 North

Pontotoc, MS 38863

Most active in

Mississippi · New Jersey · Texas · Virginia

Work history

LPL Financial

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

Series 63, Series 66

Pontotoc, MS

First Heartland Consultants, Inc.

John Ligon is a financial advisor with First Heartland Consultants, Inc. in Pontotoc, MS, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society. He is also an owner of Covenant Financial Group, which markets insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Robert P

Series 66

Tupelo, MS

Primerica Advisors

Robert Pillow is a financial advisor with Primerica Advisors based in Brentwood, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and work in both legal and academic settings. Pillow also engages in insurance activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level features such as lending and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner

Stacey M

Series 66

Tupelo, MS

Edward Jones

Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Raymond H

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Raymond Hisaw is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 credentials and 13 years of industry experience. Hisaw has worked at Primerica Advisors since 2021, with prior experience at Gates Rubber Co. and Sonoco Products. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning

John B

Series 63, Series 66

Pontotoc, MS

Edward Jones

John Bourne is a financial advisor with Edward Jones in Pontotoc, Mississippi, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bourne serves on the Pontotoc Rotary Club board, the Pontotoc County Bodock Association board, and is a board member of North Mississippi Health Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Shelle R

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Shelle Ramage is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is the owner and president of Ramage Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to established custodians and advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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