MS · Southaven

Fiduciary advisors in Southaven, MS

1 advisor with offices in Southaven. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Southaven

GIVENS LPL FINANCIAL

★5.0(19)

Southaven, Mississippi

CPA

College Savings Estate Planning Retirement Planning

Givens LPL Financial offers estate planning, financial planning, investment management, and retirement planning services with particular expertise in college savings and estate matters. The firm holds a CPA credential and maintains offices in both Southaven and Senatobia, Mississippi. Services include investment decision-making across stocks and bonds, as well as planning for trusts, gifts, and educational needs.

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Financial advisors in Southaven, Mississippi

Advisors serving Southaven specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Mississippi's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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