David Roy Carrel

Advisor at Edward Jones — Marianna, FL

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Marianna, FL 32446

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,146 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

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

Marianna, FL

2914 Jefferson St

Marianna FL 32446

Advisors at this office

1

Most active in

Florida · Texas

Work history

24 years of industry experience

Edward Jones

2002 - Present • 24 years

St Louis, MO

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

Cameron O

Series 66

Marianna, FL

Guardian Life

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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Sarah H

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.

College savings (529s, UTMA, etc.)
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