David Carrel

Advisor at Edward Jones

Updated today

Location

Marianna, FL 32446

Credentials

Series 63, Series 66

Industry experience

24 years

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

2914 Jefferson St

Marianna, FL 32446

Most active in

Florida · Texas

Work history

Edward Jones

2002 - Present (24 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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Cameron O

Series 66

Marianna, FL

Primerica Advisors

Cameron Oliver is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities in various roles since 2018. Outside of his advisory work, Oliver operates Oliver Financial Group LLC, a separate business entity. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Sarah H

Series 66

Marianna, FL

LPL Financial

Sarah Hodges is a financial advisor with LPL Financial in Marianna, Florida. She holds the Series 66 designation. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors and participants, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of investment programs and solutions while managing more than $819 billion in advisory assets.

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

Grayson S

Series 66

Marianna, FL

Edward Jones

Grayson Stewart is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent five years at Troy University and five years at Providence Christian School. Outside of his advisory work, Stewart offers baseball pitching lessons through his business, Stewart Baseball Performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment options through a nationwide network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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