Invested Better
Advisors in Lake City, Florida
21 Results
Unclaimed
location

LAKE CITY, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Crow Dicks is a registered investment advisor representative with Edward Jones. Abigail Crow Dicks has been in the financial services industry since 2017. Abigail Crow Dicks is registered with the state of Florida and Texas, and is licensed to provide investment advice to individuals, businesses, corporations, partnerships, pension and profit sharing plans, insurance companies, and investment clubs. Abigail Crow Dicks also has experience working with clients of high net worth, charitable organizations, and state or municipal government entities. Abigail Crow Dicks is affiliated with Edward Jones, a company that provides financial services to clients. Abigail Crow Dicks's goal is to provide clients with the best possible investment advice and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

LAKE CITY, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alisa Epperson is a registered representative with Edward Jones. Alisa is a financial advisor with a focus on helping individuals and families achieve their financial goals. Alisa has been in the financial services industry since 2007 and has a wide range of experience in investment planning, retirement planning, and estate planning. Alisa is committed to providing her clients with personalized service and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Lake City, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Angela Cooper Oglesby is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since November 26, 2019. Angela has been with Raymond James Financial Services Advisors, Inc. since September 2021. She holds the Series 7, Series 66 and SIE licenses and is registered in Florida. Angela also owns and operates Dream A Little Gem, a jewelry business, and is compensated by Odom Moses and Company, LLP for her services to the Raymond James branch.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

LAKE CITY, FL

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Charles David Cowen is a financial advisor with Raymond James Financial Services Advisors, Inc. Charles Cowen has been in the financial services industry since 2012. Charles Cowen is registered with the state of Florida as an investment advisor representative. Charles Cowen has licenses to sell securities in Alabama, Florida, Georgia, Idaho, Illinois, North Carolina, Ohio, South Carolina, Texas, West Virginia, and Wisconsin. Charles Cowen also holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Charles Cowen is associated with Raymond James Financial Services Advisors, Inc. in their Lake City, FL office.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Lake City, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christy Royal Milligan is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. Christy has been in the financial services industry since 2007 and has a Series 7TO, Series 66, and SIE licenses. She is registered to conduct business in Florida, Mississippi, and is a licensed insurance agent in Florida. Christy is an experienced financial advisor offering a variety of services to individuals and businesses, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Christy has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

LAKE CITY, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Clarence Ewell Brown is a financial advisor with Raymond James Financial Services Advisors, Inc. Clarence Ewell Brown is registered with the state of Florida and several other states. Clarence Ewell Brown's office is located at 4641 W US HIGHWAY 90 in LAKE CITY, Florida. Clarence Ewell Brown's current registrations include Florida as a Registered Representative. Clarence Ewell Brown has been in the securities industry since February 6, 2006.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

TD Private Client Wealth LLC

location

Lake City, FL

0 Disclosures

ADVISOR BIO

Cynthia Robinson is a registered Investment Advisor Representative with TD Private Client Wealth LLC. Cynthia has been in the financial services industry since July 1998. Cynthia is registered in Florida, Georgia, New Jersey, New York and Pennsylvania. Cynthia has a Series 65 license and specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Planmember Securities Corp.

location

LAKE CITY, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Adel is a financial advisor with over 30 years of experience in the industry. Daniel currently works at Planmember Securities Corp. in Lake City, FL. Daniel has a strong background in financial planning, portfolio management, and investment advisory services. Daniel is also a registered representative with FINRA and a registered investment advisor with the state of Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed

Planmember Securities Corp.

location

LAKE CITY, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

David Adel is an active Registered Representative and Investment Advisor Representative. David is registered in Florida. David has been in the industry since 1990. David's current firm is Planmember Securities Corp., and David has been with the firm since 2008. David's previous experience includes employment with NEXT FINANCIAL GROUP, INC., VALIC FINANCIAL ADVISORS, INC., THE VARIABLE ANNUITY MARKETING COMPANY, AMERICAN GENERAL SECURITIES INCORPORATED, CONSECO SECURITIES, INC., CORPORATE SECURITIES GROUP, INC., BILTMORE SECURITIES, INC, F.N. WOLF & CO., INC., THE STUART-JAMES COMPANY, INCORPORATED, and BLINDER, ROBINSON & CO., INC. David is a Series 63, Series 66, and Series 7 registered professional and holds the Series 24 principal exam. David's expertise includes 1, 2, 3, 4, 5, and 6. In addition to working with Planmember Securities Corp., David is also an Independent Insurance Agent. David is also a member of several professional organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed

Gulfcoast Financial Services, Inc.

location

LAKE CITY, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

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.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES

Need help matching

with the right advisor?