Lance Drawdy

Advisor at Edward Jones

Updated today

Location

Lake City, FL 32025

Credentials

CFP®, Series 66

Industry experience

10 years

About

Lance Drawdy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015 in Lake City, FL. He holds the Series 66 designation and has spent his entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

Occupation focus

Founder/Business Owner Military & Veterans Educators, Teachers, and Academics

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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

846 S W Baya Drive

Lake City, FL 32025

Most active in

Florida

Work history

Edward Jones

2015 - Present (11 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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John K

Series 63, Series 65

Lake City, FL

Gulfcoast Financial Services, Inc.

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.

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

CFP®, Series 63

Lake City, FL

GWN Securities Inc.

Laura Thompson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2016. Prior to this, she worked for 21 years at Legend Equities Corporation. Outside of her advisory role, she is a certified yoga teacher and serves as Director of Finance on the board of Altrusa International of Lake City, a local service club. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts. The firm provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, offering a range of investment programs including traditional asset allocation and legacy momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Tammy H

PFS™, Series 63

Lake City, FL

Raymond James Financial

Tammy Hall is a financial advisor with Raymond James Financial in Lake City, FL, holding a PFS™ designation and Series 63 license. She has 27 years of industry experience, including over 17 years at Raymond James Financial. Outside of her advisory role, she serves as a Durable Power of Attorney for family members and holds a treasurer position with a local homeowners association. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipalities. The firm provides non-discretionary financial planning and investment consulting, emphasizing tailored strategies supported by firm research and an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Charles C

Series 66

Lake City, FL

Raymond James Financial

Charles Cowen Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Cowen is a partner at an accounting firm and serves on the board and finance committee of the United Way of Suwannee Valley, as well as treasurer for the University of Florida Christian Campus House. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging a broad affiliate network and a distinctive advisory approach that often supports clients without delegating final decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Angela O

Series 66

Lake City, FL

Raymond James Financial

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.

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

Series 66

Lake City, FL

Raymond James Financial

Lauren Beadles is a financial advisor with Raymond James Financial Services Inc. in Lake City, FL, holding a Series 66 designation and five years of industry experience. She has been with Raymond James since 2018 and previously worked at Campus USA Credit Union. Outside of her advisory role, she serves as co-treasurer for the Eastside Elementary School PTO. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes tailored plans based on client risk profiles and firm research.

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