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4 advisors near 65084
Out of 400,000+ nationwide
Lorraine M
Series 66
Gravois Mills, MO
LPL Financial
Lorraine Myers is a financial advisor at LPL Financial with a Series 66 designation and over a decade of industry experience. Her prior roles include positions at Stifel, the County of Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). She is also a commissioned Public Notary in the state of Colorado. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.
Robin Y
ChFC®, Series 63, Series 66
Eldon, MO
Edward Jones
Robin Young is a financial advisor with Edward Jones in Eldon, MO, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Young is involved in several community and nonprofit activities, including serving as Chairman of the University of Missouri Extension Board, President of the FMC Foundation, and volunteering with Our Father’s Table soup kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Chalee C
CFP®, Series 63, Series 66
Eldon, MO
LPL Financial
Chalee Crouch is a CFP® professional with 22 years of industry experience, currently with LPL Financial since 2018. She has worked at INVEST Financial Corp since 2007 and has been associated with Central Bank since 1996. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment solutions tailored to client needs.
Jacob S
Series 66
Versailles, MO
Edward Jones
Jacob Seidel is a financial advisor with Edward Jones in Versailles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Seidel is involved in cattle sales, raising, vaccinating, and selling cattle in Camdenton, MO. 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 and investment solutions, supported by a nationwide network of over 23,700 financial advisors and a broad branch footprint.
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4 advisors near 65084
Out of 400,000+ nationwide