Unclaimed
John Kuykendall is an active Registered Investment Advisor (RIA) with over 25 years of experience in the financial services industry. John is currently registered with Gulfcoast Financial Services, Inc., a firm based in Lake City, FL. He provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, asset allocation, and educational seminars. John has also held previous positions with several other firms in the financial services industry.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
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
03/29/2006 - Present
Gulfcoast Financial Services, Inc. (LAKE CITY FL)
FL
03/23/2015 - 03/21/2017
NEXT FINANCIAL GROUP, INC. (LAKE CITY FL)
FL
10/29/2010 - 04/01/2015
SUMMIT BROKERAGE SERVICES, INC. (LAKE CITY FL)
FL
02/08/2001 - 11/11/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (LAKE CITY FL)
AL
08/31/2000 - 02/08/2001
CAPITAL GROWTH MANAGEMENT INC. (BIRMINGHAM AL)
FL
09/11/1997 - 07/31/2000
MERIDIAN ASSET MANAGEMENT, INC. (TALLAHASSEE FL)
NY
02/08/1997 - 06/26/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
FL
06/22/1995 - 01/15/1997
MERIDIAN ASSET MANAGEMENT, INC. (TALLAHASSEE FL)
FL
12/14/1993 - 03/28/1995
AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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