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Tammy Denise Hall

Advisor at Raymond James Financial — Lake City, FL

Updated today

Credentials

PFS™, Series 63

Experience

27 years

Location

Lake City, FL 32055

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,954 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Tammy Hall is a financial advisor with Raymond James Financial in Lake City, FL, holding the PFS™ and Series 63 designations and possessing 27 years of industry experience. She has worked in various roles at Raymond James Financial Services, Inc. since 2000 and has been with Raymond James Financial since 2009. Outside of her advisory work, Hall serves as an officer and 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 individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools including risk profiling and probability modeling to support client goals, while maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

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 · Texas

Work history

27 years of industry experience

Raymond James Financial

2009 - Present • 17 years

Lake City, FL

Raymond james Financial Services, Inc

2000 - Present • 26 years

Lake City, FL

First Federal Financial Services Corporation

1998 - Present • 28 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®-credentialed advisor with 30 years of industry experience, currently affiliated with GWN Securities Inc. since 2016. She serves as Director of Finance on the board of Altrusa International of Lake City and works as a yoga teacher at two studios in the Lake City area. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs both discretionary portfolio management and model-based allocations, using a mix of affiliated and unaffiliated sub-advisers, and incorporates tactical strategies such as market-timing and momentum-based approaches.

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® professional with 24 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and IFP Securities, LLC, and previously worked at LPL Financial. Outside of his advisory role, he serves as a board member for the Pregnancy Care Center, a nonprofit providing medical and counseling services to women in North Florida, and holds a position on the Suwannee County Republican Executive Committee. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving individual, charitable, corporate, and high-net-worth clients.

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 with Independent Financial Partners who holds the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at LPL Financial and IFP Securities. Outside of his advisory work, he operates a retail business specializing in collectible firearms and serves as a presiding elder and volunteer worship leader at Covenant First Presbyterian Church in Live Oak, Florida. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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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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Taylor S

Series 65, Series 63

McAlpin, FL

Primerica Advisors

Taylor Siemon is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2004, with a brief tenure at Paradise Real Estate International. In addition to advisory services, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a nationwide network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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