Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Boynton Beach, FL
American Independent Securities Group, LLC
Multi-team
Edward Gourdeau is a financial advisor at American Independent Securities Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Raymond James Financial Services, LPL Financial, and UBS Financial Services. Gourdeau also operated his own professional limited liability company, Edward Anthony Gourdeau, PLLC, from 2021 to 2023. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and provides access to third-party managers and estate-planning services.
Based on American Independent Securities Group, LLC
Financial planning fixed fees typically range from $100 to $4,000
0.75% to 2.5% (negotiable, based on total assets, scope of engagement, investment style, types of investments)
Financial planning fees may be charged hourly from $50 to $250 per hour; third-party estate planning hourly fees agreed upon at engagement start
Account minimum: $2,500 Fee-only: Financial planning fees charged hourly ($50 to $250 per hour) or fixed fee ($100 to $4,000)
Boynton Beach, FL
Boynton Beach FL
Advisors at this office
1
Ohio
16 years of industry experience
American Independent Securities Group
2026 - Present • 1 year
Eagle, ID
American Independent Securities Group
2026 - Present • 1 year
Eagle, ID
American Independent Securities Group
2026 - Present • 1 year
Eagle, ID
American Independent Securities Group
2026 - Present • 1 year
Eagle, ID
American Independent Securities Group
2026 - Present • 1 year
Eagle, ID
Liberty Parking
2026 - 2026 • 1 year
Philadelphia, PA
Liberty Parking
2026 - 2026 • 1 year
Philadelphia, PA
Liberty Parking
2026 - 2026 • 1 year
Philadelphia, PA
Liberty Parking
2026 - 2026 • 1 year
Philadelphia, PA
Liberty Parking
2026 - 2026 • 1 year
Philadelphia, PA
Metropolis
2026 - 2026 • 1 year
Riviera Beach, FL
Metropolis
2026 - 2026 • 1 year
Riviera Beach, FL
Metropolis
2026 - 2026 • 1 year
Riviera Beach, FL
Metropolis
2026 - 2026 • 1 year
Riviera Beach, FL
Metropolis
2026 - 2026 • 1 year
Riviera Beach, FL
Galaxy Integrated Technologies
2025 - 2026 • 1 year
Waltham, MA
Galaxy Integrated Technologies
2025 - 2026 • 1 year
Waltham, MA
Galaxy Integrated Technologies
2025 - 2026 • 1 year
Waltham, MA
Galaxy Integrated Technologies
2025 - 2026 • 1 year
Waltham, MA
Galaxy Integrated Technologies
2025 - 2026 • 1 year
Waltham, MA
Fin2
2025 - 2025 • 1 year
New York, NY
Fin2
2025 - 2025 • 1 year
New York, NY
Fin2
2025 - 2025 • 1 year
New York, NY
Fin2
2025 - 2025 • 1 year
New York, NY
Fin2
2025 - 2025 • 1 year
New York, NY
ClearFP Advisors, LLC
2025 - 2025 • 1 year
Lake Oswego, OR
ClearFP Advisors, LLC
2025 - 2025 • 1 year
Lake Oswego, OR
ClearFP Advisors, LLC
2025 - 2025 • 1 year
Lake Oswego, OR
ClearFP Advisors, LLC
2025 - 2025 • 1 year
Lake Oswego, OR
ClearFP Advisors, LLC
2025 - 2025 • 1 year
Lake Oswego, OR
World Investments, Inc.
2024 - 2024 • 1 year
Lincroft, NJ
World Investments, Inc.
2024 - 2024 • 1 year
Lincroft, NJ
World Investments, Inc.
2024 - 2024 • 1 year
Lincroft, NJ
World Investments, Inc.
2024 - 2024 • 1 year
Lincroft, NJ
World Investments, Inc.
2024 - 2024 • 1 year
Lincroft, NJ
Dominari Securities LLC
2023 - 2024 • 1 year
New York, FL
Dominari Securities LLC
2023 - 2024 • 1 year
New York, FL
Dominari Securities LLC
2023 - 2024 • 1 year
New York, FL
Dominari Securities LLC
2023 - 2024 • 1 year
New York, FL
Dominari Securities LLC
2023 - 2024 • 1 year
New York, FL
Exemplar Capital, LLC
2023 - 2024 • 1 year
Boston, MA
Exemplar Capital, LLC
2023 - 2024 • 1 year
Boston, MA
Exemplar Capital, LLC
2023 - 2024 • 1 year
Boston, MA
Exemplar Capital, LLC
2023 - 2024 • 1 year
Boston, MA
Exemplar Capital, LLC
2023 - 2024 • 1 year
Boston, MA
Amerant Investments, Inc.
2022 - 2023 • 1 year
Coral Gables, FL
Amerant Investments, Inc.
2022 - 2023 • 1 year
Coral Gables, FL
Amerant Investments, Inc.
2022 - 2023 • 1 year
Coral Gables, FL
Amerant Investments, Inc.
2022 - 2023 • 1 year
Coral Gables, FL
Amerant Investments, Inc.
2022 - 2023 • 1 year
Coral Gables, FL
LPL Financial LLC
2022 - 2022 • 1 year
Boynton Beach, FL
LPL Financial LLC
2022 - 2022 • 1 year
Boynton Beach, FL
LPL Financial LLC
2022 - 2022 • 1 year
Boynton Beach, FL
LPL Financial LLC
2022 - 2022 • 1 year
Boynton Beach, FL
LPL Financial LLC
2022 - 2022 • 1 year
Boynton Beach, FL
Householder Group Estate & Retirement Specialist
2021 - 2021 • 1 year
Boynton Beach, FL
LPL Financial, LLC
2021 - 2021 • 1 year
Boynton Beach, FL
Householder Group Estate & Retirement Specialist
2021 - 2021 • 1 year
Boynton Beach, FL
LPL Financial, LLC
2021 - 2021 • 1 year
Boynton Beach, FL
Householder Group Estate & Retirement Specialist
2021 - 2021 • 1 year
Boynton Beach, FL
LPL Financial, LLC
2021 - 2021 • 1 year
Boynton Beach, FL
Householder Group Estate & Retirement Specialist
2021 - 2021 • 1 year
Boynton Beach, FL
LPL Financial, LLC
2021 - 2021 • 1 year
Boynton Beach, FL
Householder Group Estate & Retirement Specialist
2021 - 2021 • 1 year
Boynton Beach, FL
LPL Financial, LLC
2021 - 2021 • 1 year
Boynton Beach, FL
Passfolio Securities, LLC
2021 - 2021 • 1 year
San Francisco, CA
Passfolio Securities, LLC
2021 - 2021 • 1 year
San Francisco, CA
Passfolio Securities, LLC
2021 - 2021 • 1 year
San Francisco, CA
Passfolio Securities, LLC
2021 - 2021 • 1 year
San Francisco, CA
Passfolio Securities, LLC
2021 - 2021 • 1 year
San Francisco, CA
InnReg, LLC
2021 - 2021 • 1 year
Miami, FL
InnReg, LLC
2021 - 2021 • 1 year
Miami, FL
InnReg, LLC
2021 - 2021 • 1 year
Miami, FL
InnReg, LLC
2021 - 2021 • 1 year
Miami, FL
InnReg, LLC
2021 - 2021 • 1 year
Miami, FL
Edward Anthony Gourdeau, PLLC
2021 - 2023 • 2 years
Boynton Beach, FL
Edward Anthony Gourdeau, PLLC
2021 - 2023 • 2 years
Boynton Beach, FL
Edward Anthony Gourdeau, PLLC
2021 - 2023 • 2 years
Boynton Beach, FL
Edward Anthony Gourdeau, PLLC
2021 - 2023 • 2 years
Boynton Beach, FL
Edward Anthony Gourdeau, PLLC
2021 - 2023 • 2 years
Boynton Beach, FL
Raymond James FInancial Services, Inc.
2020 - 2021 • 1 year
Ft Lauderdale, FL
Raymond James FInancial Services, Inc.
2020 - 2021 • 1 year
Ft Lauderdale, FL
Raymond James FInancial Services, Inc.
2020 - 2021 • 1 year
Ft Lauderdale, FL
Raymond James FInancial Services, Inc.
2020 - 2021 • 1 year
Ft Lauderdale, FL
Raymond James FInancial Services, Inc.
2020 - 2021 • 1 year
Ft Lauderdale, FL
Provinence Wealth Advisors:
2020 - 2021 • 1 year
Ft. Lauderdale, FL
Provinence Wealth Advisors:
2020 - 2021 • 1 year
Ft. Lauderdale, FL
Provinence Wealth Advisors:
2020 - 2021 • 1 year
Ft. Lauderdale, FL
Provinence Wealth Advisors:
2020 - 2021 • 1 year
Ft. Lauderdale, FL
Provinence Wealth Advisors:
2020 - 2021 • 1 year
Ft. Lauderdale, FL
Genisis Microblading Spa, Inc.
2019 - 2020 • 1 year
Boynton Beach, FL
Genisis Microblading Spa, Inc.
2019 - 2020 • 1 year
Boynton Beach, FL
Genisis Microblading Spa, Inc.
2019 - 2020 • 1 year
Boynton Beach, FL
Genisis Microblading Spa, Inc.
2019 - 2020 • 1 year
Boynton Beach, FL
Genisis Microblading Spa, Inc.
2019 - 2020 • 1 year
Boynton Beach, FL
StateTrust Investments, Inc.
2019 - 2019 • 1 year
Boca Raton, FL
StateTrust Investments, Inc.
2019 - 2019 • 1 year
Boca Raton, FL
StateTrust Investments, Inc.
2019 - 2019 • 1 year
Boca Raton, FL
StateTrust Investments, Inc.
2019 - 2019 • 1 year
Boca Raton, FL
StateTrust Investments, Inc.
2019 - 2019 • 1 year
Boca Raton, FL
Avenue Securities Inc.
2018 - 2019 • 1 year
Miami, FL
Avenue Securities Inc.
2018 - 2019 • 1 year
Miami, FL
Avenue Securities Inc.
2018 - 2019 • 1 year
Miami, FL
Avenue Securities Inc.
2018 - 2019 • 1 year
Miami, FL
Avenue Securities Inc.
2018 - 2019 • 1 year
Miami, FL
Sixteen Securities, Inc.
2018 - 2019 • 1 year
Miami, FL
Sixteen Securities, Inc.
2018 - 2019 • 1 year
Miami, FL
Sixteen Securities, Inc.
2018 - 2019 • 1 year
Miami, FL
Sixteen Securities, Inc.
2018 - 2019 • 1 year
Miami, FL
Sixteen Securities, Inc.
2018 - 2019 • 1 year
Miami, FL
Ustocktrade Securities, Inc.
2017 - 2018 • 1 year
Newton, MA
Ustocktrade Securities, Inc.
2017 - 2018 • 1 year
Newton, MA
Ustocktrade Securities, Inc.
2017 - 2018 • 1 year
Newton, MA
Ustocktrade Securities, Inc.
2017 - 2018 • 1 year
Newton, MA
Ustocktrade Securities, Inc.
2017 - 2018 • 1 year
Newton, MA
RockPoint Consulting LLC
2017 - 2021 • 4 years
Boynton Beach, FL
RockPoint Consulting LLC
2017 - 2021 • 4 years
Boynton Beach, FL
RockPoint Consulting LLC
2017 - 2021 • 4 years
Boynton Beach, FL
RockPoint Consulting LLC
2017 - 2021 • 4 years
Boynton Beach, FL
RockPoint Consulting LLC
2017 - 2021 • 4 years
Boynton Beach, FL
Richfield Orion International, Inc.
2016 - 2017 • 1 year
Boynton Beach, FL
Richfield Orion International, Inc.
2016 - 2017 • 1 year
Boynton Beach, FL
Richfield Orion International, Inc.
2016 - 2017 • 1 year
Boynton Beach, FL
Richfield Orion International, Inc.
2016 - 2017 • 1 year
Boynton Beach, FL
Richfield Orion International, Inc.
2016 - 2017 • 1 year
Boynton Beach, FL
UBS Financial Services
2005 - 2006 • 1 year
Miami, FL
UBS Financial Services
2005 - 2006 • 1 year
Miami, FL
UBS Financial Services
2005 - 2006 • 1 year
Miami, FL
UBS Financial Services
2005 - 2006 • 1 year
Miami, FL
UBS Financial Services
2005 - 2006 • 1 year
Miami, 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.
Verified by Warmer
Series 66, Series 7, Series 24
Atlantis, FL
Aurelia Capital Advisors, Inc.
Stacey Stark is the founder, CEO, and Chief Compliance Officer of Aurelia Capital Advisors, Inc., an independent registered investment adviser serving clients in Florida and New York. Stacey works with women, families, professionals, and business owners who want thoughtful, personalized investment management and a clearer understanding of their financial lives. Her approach is grounded in listening first, understanding each client’s priorities and concerns, and building an investment strategy aligned with their objectives, risk tolerance, and long-term needs. She founded Aurelia to provide a more personal and transparent alternative to one-size-fits-all investment management. As a business owner and mother of two, Stacey understands that financial decisions rarely exist in isolation from career changes, family responsibilities, divorce, retirement, and other major life transitions. Stacey holds the FINRA Series 7, 66, 24, and 99 registrations. Through Aurelia, she provides fiduciary investment advisory services without commissions, emphasizing clear communication, personal attention, and an ongoing relationship with each client.
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
Verified by Warmer
Series 65
Wellington, FL
Family Retirement Services
Terry Martine II is an Investment Adviser Representative affiliated with Signal Advisors Wealth, LLC, an SEC-registered investment adviser. Through Family Retirement Services, a DBA of Martine Financial, he helps Florida Retirement System (FRS) members—including educators, firefighters, police officers, school administrators, and other public employees—understand Pension Plan, Investment Plan, and DROP decisions. His work includes retirement income planning, wealth management, Social Security, Medicare and IRMAA planning, 403(b), 457, and 401(k) rollovers, insurance, and legacy planning. Based in Lake Worth, Florida, Terry serves clients in South Florida and nationwide where properly registered or licensed. Family Retirement Services is not affiliated with FRS or any government agency.
Verified by Warmer
ChFC®, CFS®, Series 65
Boca Raton, FL
Chamberlin Financial
Stuart Chamberlin Jr. is a financial advisor with three decades of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor, where he has served clients since 2020. He is also the owner of Chamberlin Financial Inc., an insurance agency he founded in 2013, through which he offers fixed and life insurance products. Stuart holds the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. He is currently licensed as a Series 65 Investment Advisor Representative and maintains active Life, Health, and Annuity insurance licenses. His previous securities registrations include Series 7, Series 63, and Series 24 (Securities Principal). Sound Income Strategies manages approximately $4.5 billion in assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers discretionary asset management, financial planning, and insurance planning through affiliated channels.
CFP®, Series 66
Highland Beach, FL
Grow Planning, LLC
Jason Kirsch is a CFP® with 10 years of industry experience and serves as the sole advisor at Grow Planning, LLC. His prior work includes roles at Raymond James Financial Services and contributions to financial media outlets such as Forbes and Seeking Alpha. Outside of his advisory work, Kirsch is involved in creative ventures including producing a feature-length film and leading a virtual reality studio specializing in immersive experiences. Grow Planning, LLC is an independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm emphasizes largely passive, low-cost portfolios complemented by fundamental and technical analysis, and also provides retirement plan consulting and financial education workshops.
Series 65
Boynton Beach, FL
Jacobs Investment Management, LLC
Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.
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