Years of Experience
5-20+ Years
LAKE CITY, FL
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
LAKE CITY, FL
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
Lake City, FL
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
LAKE CITY, FL
13 Years Experience
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
Lake City, FL
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
LAKE CITY, FL
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
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
LAKE CITY, FL
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
LAKE CITY, FL
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
LAKE CITY, FL
31 Years Experience
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