Abigail Crow Dicks

Advisor at Edward Jones — Lake City, FL West U S Highway 90

Updated today

Credentials

Series 66

Experience

9 years

Location

Lake City, FL 32055-7283

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Abigail Dicks is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Edward Jones since 2013, currently based in Lake City, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lake City, FL West U S Highway 90

2929 West U S Highway 90, Suite 114

Lake City FL 32055-7283

Advisors at this office

1

Most active in

Florida · Texas

Work history

9 years of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, FL

Edward Jones

2013 - 2026 • 13 years

Lake City, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John K

Series 63, Series 65

Lake City, FL

Gulfcoast Financial Services, Inc.

John Kuykendall is the principal advisor at Gulfcoast Financial Services, Inc. in Lake City, FL, holding Series 63 and Series 65 registrations with 32 years of industry experience. He has worked at Gulfcoast Financial Services since 1992 and also leads Gulfcoast Tax Services, Inc. Outside of his advisory role, he is a member of the Rotary Club of Lake City and several Christian professional organizations. Gulfcoast Financial Services primarily serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and asset allocation advice. The firm employs a modern portfolio theory-based approach with ongoing portfolio monitoring and offers access to private investments through third-party sub-advisors.

Private / alternative investments Cash flow / budgeting Multi-generational wealth transfer
user avatar

Laura T

CFP®, Series 63

Lake City, FL

GWN Securities Inc.

Laura Thompson is a CFP® with 31 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2016. She previously worked at Legend Advisory, LLC for 13 years. Outside of her advisory role, she is a board member and Director of Finance for Altrusa International of Lake City and has been a yoga instructor at two local studios since 2008. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm utilizes both affiliated and unaffiliated sub-advisers and incorporates tactical market-timing and momentum-based strategies alongside model portfolio allocations.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Tammy H

PFS™, Series 63

Lake City, FL

Raymond James Financial

Tammy Hall is a financial advisor with Raymond James Financial, holding PFS™ and Series 63 credentials and possessing 27 years of industry experience. She has been with Raymond James Financial since 2000 and previously worked at First Federal Financial Services Corporation from 1998 to 2005. Outside of her advisory role, she serves as Treasurer of a homeowners association and acts as Durable Power of Attorney for family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles C

Series 66

Lake City, FL

Raymond James Financial

Charles Cowen Jr. is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services since 2012. Outside of his advisory work, Cowen is a partner at an accounting firm and serves on the boards of several nonprofit organizations, including the United Way of Suwannee Valley and the University of Florida Christian Campus House. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, supported by analytical modeling and a range of advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Taylor S

Series 63, Series 65

McAlpin, FL

Primerica Advisors

Taylor Siemon is a financial advisor with Primerica Advisors in McAlpin, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Paradise Real Estate International and PFS Investments Inc. Siemon also receives compensation for referrals of home security, automation products, and other home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm supports a large network of advisors and focuses on discretionary portfolio management for individual investors rather than institutional clients.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Angela O

Series 66

Lake City, FL

Raymond James Financial

Angela Oglesby is a Series 66-licensed financial advisor with Raymond James Financial in Lake City, FL, with six years of industry experience. She has been associated with various branches of Raymond James since 1999. Outside of her financial advisory role, she owns a jewelry business called Dream A Little Gem. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm delivers tailored, non-discretionary advice using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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