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Cary Stephen Bennett

Advisor at Cetera — Blackshear, GA

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Blackshear, GA 31516

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Cary Bennett is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera since 2025 and previously worked at Concourse Financial Group Securities Inc for 11 years. Bennett is also the owner and president of Bennett, Bennett & Johnson Financial Services, where he offers insurance and advisory services, and serves as a board member for Frontier Tribal Missions, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and approximately $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Blackshear, GA

3353 Hwy 84 West

Blackshear GA 31516

Advisors at this office

1

Most active in

Georgia

Work history

26 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Blackshear, GA

(dba) Bennett, Bennett & Johnson Financial Services

2015 - Present • 11 years

Blackshear, GA

Concourse Financial Group Securities Inc

2014 - 2025 • 11 years

Blackshear, GA

MSI Financial Services, Inc.

2011 - 2014 • 3 years

GA

Disclosures

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

Business activities & affiliations

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Matthew T

Series 66

Blackshear, GA

Kestra Private Wealth Services, LLC

Matthew Tuten is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual and Avantax. Tuten is a managing partner at BYRT Financial Advisors, LLC, where he oversees office operations and business decisions, and is involved in additional financial advisory and insurance-related activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Roy S

Series 66

Waycross, GA

Cape Investment Advisory, Inc.

Roy Smith Jr. is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Paragon Partners. Since April 2024, he has also served as a regional client manager supporting and educating state of Georgia plan participants through ACCG's Retirement Solutions. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, using a process that incorporates personal client discussions and asset allocation informed by historical data and optimization software.

Private / alternative investments Options & derivatives strategies
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Kella B

Series 66

Waycross, GA

Kestra Private Wealth Services, LLC

Kella Bell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Kestra, she worked at Avantax Advisory Services and Avantax Investment Services Inc., and she has over a decade of experience as a partner at BYRT CPAs, LLC, where she specializes in tax preparation and planning. Outside of her advisory role, she serves as secretary of Southeast Bolt Company, a hardware store owned by her family, assisting occasionally with bookkeeping. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Jacob E

Series 65, Series 63

Blackshear, GA

Kestra Private Wealth Services, LLC

Jacob Evors is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at BYRT Financial Advisors LLC, Avantax Investment Services Inc., and Northwestern Mutual. He also served eight years on the Pierce County Board of Education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of December 2025. The firm serves both individual and institutional clients and offers a wide range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive

John P

Series 66

Waycross, GA

Edward Jones

John Pfaff II is a financial advisor with Edward Jones in Waycross, GA, holding a Series 66 designation. He has prior experience at MFA Incorporated and the University of Missouri, as well as a decade at Georgia Connections Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Paul W

Series 66

Waycross, GA

OSAIC

Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, he owns Parable Financial Network and supervises the financial secretary for First Assembly of God church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers through a large network of affiliated advisors and multiple platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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