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John Kuykendall

Advisor at Gulfcoast Financial Services, Inc.

Updated today

Location

Lake City, FL 32055

Credentials

Series 63, Series 65

Industry experience

31 years

About

John Kuykendall is a financial advisor with Gulfcoast Financial Services, Inc. in Lake City, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Gulfcoast Financial Services since 1992 and also leads Gulfcoast Tax Services, Inc. Outside of his advisory work, Kuykendall is involved in community organizations including the Rotary Club of Lake City, the Gideons, and professional groups focused on Christian financial consulting, and he is the author of an educational financial book. Gulfcoast Financial Services, Inc. provides investment management, asset allocation, and financial planning to individuals, trusts, and estates. The firm applies Modern Portfolio Theory to tailor portfolios according to client risk tolerance, offers discretionary and non-discretionary advisory services, and facilitates access to private investments through third-party sub-advisors.

Client services

Based on Gulfcoast Financial Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Asset allocation services

Expertise

Based on Gulfcoast Financial Services, Inc.

Annuities Private / alternative investments Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning fixed fees between $250 and $2,500 per project

Percentage

$100,000 - $250,000: 2.00% annually $250,001 - $750,000: 1.50% annually $750,001 - $2,000,000: 1.25% annually $2,000,001+: 1.00% annually

Commissions

Commission-based compensation earned by registered representatives and insurance agents associated with the firm, separate from advisory fees

Project-based

Financial planning hourly rates from $100 to $300 per hour billed in half-hour increments

Performance-based

Performance-based fees may be charged by sub-advisors for qualified clients only; GulfCoast Financial Services shares in these fees

Subscriptions

Annual retainer agreements for financial planning with fees not to exceed half of original financial planning fees

Other

Account minimum: $100,000 Minimum fee: Minimum fee of $150 per quarter for asset allocation services Fee-only: Financial planning fixed fees between $250 and $2,500 per project; hourly fees between $100 and $300 per hour

Location

248 N. Marion Avenue, Suite 101

Lake City, FL 32055

Most active in

Florida · Texas

Work history

Gulfcoast Tax Services, Inc.

2019 - Present (7 years)

Kovack Securities, Inc.

2017 - Present (9 years)

Next Financial Group, INC

2015 - 2017 (2 years)

Gulfcoast Financial Services, Inc.

2006 - Present (20 years)

Gulfcoast Financial Services, Inc.

1992 - Present (34 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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Laura T

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Lake City, FL

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Series 66

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General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Series 66

Lake City, FL

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Angela Oglesby is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. She has been with Raymond James in various capacities since 2019. Outside of her advisory role, she owns and operates a jewelry business called Dream A Little Gem. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

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Lake City, FL

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Lance D

CFP®, Series 66

Lake City, FL

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Retirement income strategy General retirement planning Wealth management Founder/Business Owner Military & Veterans Educators, Teachers, and Academics
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