Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Archester? Claim Your ProfileArchester L Neil is a financial advisor with over 35 years of experience in the industry. Currently, Archester is a Registered Representative and Investment Advisor Representative at Calton & Associates, Inc. Archester's previous experience includes roles with SAGEPOINT FINANCIAL, INC., PRUCO SECURITIES, LLC., ALLSTATE FINANCIAL SERVICES, LLC and SECURITIES MANAGEMENT & RESEARCH, INC.. Archester is licensed to provide investment advisory and brokerage services to individuals and businesses in Florida and Georgia. Archester's specialties include financial planning, pension consulting and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/21/2022 - Present
Calton & Associates, Inc. (Jacksonville FL)
FL
03/01/2019 - 12/03/2021
SAGEPOINT FINANCIAL, INC. (JACKSONVILLE BEACH FL)
FL
05/05/2015 - 10/17/2017
PRUCO SECURITIES, LLC. (JACKSONVILLE FL)
FL
06/20/2006 - 12/02/2014
ALLSTATE FINANCIAL SERVICES, LLC (JACKSONVILLE BEACH FL)
IA
01/18/1985 - 05/31/2006
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
IA
Issued 04/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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