Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
26 years
Location
Arcadia, FL 34266
LPL Financial
Institution
Andrew Ames is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2018. His prior experience includes roles at Royal Alliance Associates and Signator Investors. Outside of advisory work, he maintains involvement in CPA-related activities and is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Arcadia, FL
128 W. Oak Street
Arcadia FL 34266
Advisors at this office
1
Florida
26 years of industry experience
LPL Financial, LLC
2021 - Present • 5 years
Wauchula, FL
Royal Alliance Associates, INC.
2018 - 2021 • 3 years
Arcadia, FL
Signator Investors, inc.
2015 - 2018 • 3 years
Arcadia, FL
Hackney, Manley & Company, Llp, Cpas
1990 - Present • 36 years
Arcadia, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Arcadia, FL
Silver King Asset Management, LLC
Bradley Carlton is a financial advisor at Silver King Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Harplyn. Outside of finance, he owns and operates Carlton Charters, a fishing charter business based in Arcadia, FL. Silver King Asset Management is an independent registered investment adviser that provides discretionary asset management to individual and high-net-worth clients. The firm manages approximately $9.2 million across nine accounts, offering tailored portfolio management using fundamental, technical, charting, and cyclical analysis.
CFP®, Series 63
Lake Suzy, FL
Cetera
Eugene Heitman II is a CFP® with 26 years of industry experience, currently affiliated with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC. He previously worked with Avantax Advisory Services, Avantax Investment Services, and Avantax Insurance Agency, and has operated CPA Financial Advisor Inc. since 2012. Heitman also serves as a board member of Arcadia Abstract and Title. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across various program structures.
CFP®, Series 63
Lake Suzy, FL
Cetera
Michael Cryan is a CFP® with 33 years of industry experience, currently affiliated with Cetera. He has worked extensively at Avantax firms for over three decades and operates his own accounting and bookkeeping business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.
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