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Credentials
Series 66
Experience Industry experience
2 years
Location
Marianna, FL
LPL Financial
Institution
Sarah Hodges is a financial advisor with LPL Financial in Marianna, FL. She holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked for Allen & Company of Florida, Inc. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Marianna, FL
Marianna FL
Advisors at this office
1
Florida
2 years of industry experience
LPL Financial LLC
2019 - Present • 7 years
Marianna, FL
Allen & Company Of Florida, Inc.
2012 - 2023 • 11 years
Lakeland, 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 66
Marianna, FL
Guardian Life
Cameron Oliver is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and seven years of industry experience. His work history includes multiple roles within Guardian Life and Park Avenue Securities dating back to 2018, as well as earlier experience at Pointtrade Services Incorporated and Precision Metalworks. Oliver also operates Oliver Financial Group LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and retirement consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory services using a combination of in-house and third-party model portfolios.
Series 63, Series 66
Marianna, FL
Edward Jones
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.
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