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Cayce Griffith

Advisor at Raymond James Financial

Updated today

Location

Benton, KY 42025

Credentials

Series 66

Industry experience

6 years

About

Cayce Griffith is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and Edward Jones Investments. Griffith is also associated with Hendrickson Wealth and Retirement in a non-investment capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

105 W 5th St

Benton, KY 42025

Most active in

Kentucky · Texas

Work history

Raymond james Financial Services, Inc.

2019 - Present (7 years)

Raymond James Financial Services Advisors, inc.

2019 - Present (7 years)

Hendrickson Wealth and Retirement

2019 - Present (7 years)

Raymond james Financial Services, Inc.

2019 - 2019 (1 year)

Edward Jones investments

2017 - 2017 (1 year)

Raymond james Financial Services, Inc.

2016 - 2018 (2 years)

University of missouri

2016 - 2016 (1 year)

Midway Golf Complex

2016 - 2016 (1 year)

University of missouri

2015 - 2019 (4 years)

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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Chase B

Series 66

Benton, KY

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Chase Buchanan is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. Outside of his advisory role, Buchanan serves on the board of directors for the Kentucky Lake Chamber of Commerce. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a range of investment strategies and offers access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Jason M

Series 66

Paducah, KY

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Jason Miller is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Avantax Advisory Services and TruStage/LPL Financial. In addition to his advisory role, he provides financial advice, tax planning, and estate planning services through an affiliated CPA firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

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Patrick F

Series 66

Benton, KY

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Patrick Flanary is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. His prior experience includes roles at Community Financial Services Bank, INVEST Financial Corp., and Paducah Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Berry has worked with multiple financial institutions, including Iroquois Federal and Servbank, and is also an insurance agent with Iroquois Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to tailor recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Kayla B

Series 66

Benton, KY

Raymond James Financial

Kayla Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, Barrett owns an LLC that leases a former office property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Riley S

Series 66

Benton, KY

LPL Financial

Riley Solomon is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and has been involved with CFSB Investments and Community Financial Services Bank. Outside of his advisory role, Riley serves as an assistant soccer coach for Paducah Tilghman High School. LPL Financial provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan sponsors, banks, and high-net-worth households. The firm offers diverse investment strategies supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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