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Lauren Ashley Beadles

Advisor at Raymond James Financial — Lake City, FL

Updated today

Credentials

Series 66

Experience

5 years

Location

Lake City, FL 32055

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

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 previously worked at Campus USA Credit Union for three years. In addition to her advisory role, Beadles serves as co-treasurer for the Eastside Elementary School PTO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Lake City, FL

4641 W Us Highway 90

Lake City FL 32055

Advisors at this office

9

Most active in

Florida

Work history

5 years of industry experience

Raymond James Financial Services Inc.

2018 - Present • 8 years

Lake City, FL

Campus Usa Credit Union

2015 - 2018 • 3 years

Lake City, FL

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 the principal advisor at Gulfcoast Financial Services, Inc. in Lake City, FL, holding Series 63 and Series 65 registrations with 32 years of industry experience. He has worked at Gulfcoast Financial Services since 1992 and also leads Gulfcoast Tax Services, Inc. Outside of his advisory role, he is a member of the Rotary Club of Lake City and several Christian professional organizations. Gulfcoast Financial Services primarily serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and asset allocation advice. The firm employs a modern portfolio theory-based approach with ongoing portfolio monitoring and offers access to private investments through third-party sub-advisors.

Private / alternative investments Cash flow / budgeting Multi-generational wealth transfer
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Laura T

CFP®, Series 63

Lake City, FL

GWN Securities Inc.

Laura Thompson is a CFP® with 31 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2016. She previously worked at Legend Advisory, LLC for 13 years. Outside of her advisory role, she is a board member and Director of Finance for Altrusa International of Lake City and has been a yoga instructor at two local studios since 2008. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm utilizes both affiliated and unaffiliated sub-advisers and incorporates tactical market-timing and momentum-based strategies alongside model portfolio allocations.

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

CFP®, Series 63, Series 65

Live Oak, FL

Independent Financial Partners

Herman Gunter IV is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with Independent Financial Partners. He has previously worked at LPL Financial and IFP Securities. He serves on the board of the Pregnancy Care Center, a nonprofit providing medical and counseling services to women in North Florida, and is involved with the Suwannee County Republican Executive Committee as a precinct and state committeeman. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients nationwide and offers a notable retirement-plan advisory and pension consulting capability.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Herman G

ChFC®, Series 63, Series 65

Live Oak, FL

Independent Financial Partners

Herman Gunter III is a financial advisor at Independent Financial Partners with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at IFP Securities, LLC and LPL Financial. Outside of his advisory work, he volunteers as a presiding elder conducting weekly worship services at Covenant First Presbyterian Church in Live Oak, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm provides a decentralized advisory model with formal retirement-plan and pension consulting capabilities, serving a broad range of individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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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, holding PFS™ and Series 63 credentials and possessing 27 years of industry experience. She has been with Raymond James Financial since 2000 and previously worked at First Federal Financial Services Corporation from 1998 to 2005. Outside of her advisory role, she serves as Treasurer of a homeowners association and acts as Durable Power of Attorney for family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles C

Series 66

Lake City, FL

Raymond James Financial

Charles Cowen Jr. is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services since 2012. Outside of his advisory work, Cowen is a partner at an accounting firm and serves on the boards of several nonprofit organizations, including the United Way of Suwannee Valley and the University of Florida Christian Campus House. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, supported by analytical modeling and a range of advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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