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Credentials
Series 66
Experience Industry experience
7 years
Location
Marianna, FL 32446
Guardian Life
Enterprise
Cameron Oliver is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and seven years of industry experience. His work history includes multiple roles within Guardian Life and Park Avenue Securities dating back to 2018, as well as earlier experience at Pointtrade Services Incorporated and Precision Metalworks. Oliver also operates Oliver Financial Group LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and retirement consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory services using a combination of in-house and third-party model portfolios.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Marianna, FL
4389 Lafayette Street, Suite A
Marianna FL 32446
Advisors at this office
1
Alabama · Arizona · California · Colorado · Florida · Georgia · Idaho · Illinois · Iowa · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Nevada · New York · North Carolina · Ohio · South Carolina · Texas · Utah · Virginia · West Virginia · Wisconsin
7 years of industry experience
Park Avenue securities
2020 - Present • 6 years
Marianna, FL
Guardian life Insurance Company
2020 - Present • 6 years
Marianna, FL
Guardian life Insurance Company
2019 - 2020 • 1 year
Chipley, FL
Park Avenue securities
2019 - 2020 • 1 year
Chipley, FL
Park Avenue securities
2019 - 2019 • 1 year
Tallahassee, FL
Guardian life Insurance Company
2018 - 2019 • 1 year
Panama City, FL
Park Avenue securities
2018 - 2019 • 1 year
Panama City, FL
Guardian life Insurance Company
2018 - 2018 • 1 year
Tallahassee, FL
Pointtrade Services Incorporated
2017 - 2018 • 1 year
Panama City, FL
Precision Metalworks
2013 - 2017 • 4 years
Marianna, 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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Marianna, FL
LPL Financial
Sarah Hodges is a financial advisor with LPL Financial in Marianna, FL. She holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked for Allen & Company of Florida, Inc. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.
Series 63, Series 66
Marianna, FL
Edward Jones
David Carrel is a financial advisor at Edward Jones in Marianna, FL, holding Series 63 and Series 66 credentials with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of local real estate entities connected to his office location. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
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