Centerpoint Advantage, LLC

Centerpoint Advantage, LLC (CRD# 116656) is a financial advisory firm headquartered in Jackson, MS. They manage $27,159,945 in 133 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $204,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS

Financial Advisors at Centerpoint Advantage, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert H. Bradford
CRD#: 1324228
414 E. Capitol Street, Jackson, MS 39201
96
Wealthminder
score

Robert Bradford (CRD# 1324228) is an Investment Advisor Representative working at Centerpoint Advantage, LLC in Jackson, MS and has over 28 years of experience in the finance industry.

2
Wesley W. Davis
CRD#: 4606937
414 East Capitol Street, Jackson, MS 39201
93
Wealthminder
score

Wesley Davis (CRD# 4606937) is an Investment Advisor Representative working at Centerpoint Advantage, LLC in Jackson, MS and has over 13 years of experience in the finance industry.

3
George B. Pickett
CRD#: 804459
414 E. Capitol St., Jackson, MS 39201
93
Wealthminder
score

George Pickett (CRD# 804459) is an Investment Advisor Representative working at Centerpoint Advantage, LLC in Jackson, MS and has over 26 years of experience in the finance industry.

4
Jeffry H. Read
CRD#: 4242252
106 S. Washington St., Starkville, MS 39759
93
Wealthminder
score

Jeffry Read (CRD# 4242252) is an Investment Advisor Representative working at Centerpoint Advantage, LLC in Starkville, MS and has over 16 years of experience in the finance industry.

5
Richard G. Topp
CRD#: 4073283
2 Southern Pointe Parkway, Suite 100, Hattiesburg, MS 39401
93
Wealthminder
score

Richard Topp (CRD# 4073283) is an Investment Advisor Representative working at Centerpoint Advantage, LLC in Hattiesburg, MS and has over 16 years of experience in the finance industry.

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