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Tammy Hall

Advisor at Raymond James Financial

Updated today

Location

Lake City, FL 32055

Credentials

PFS™, Series 63

Industry experience

27 years

About

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.

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

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

4641 W Us Highway 90

Lake City, FL 32055

Most active in

Florida · Texas

Work history

Raymond James Financial

2009 - Present (17 years)

Raymond james Financial Services, Inc

2000 - Present (26 years)

First Federal Financial Services Corporation

1998 - Present (28 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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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 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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Taylor S

Series 63, Series 65

Mcalpin, FL

Primerica Advisors

Taylor Siemon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at 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 is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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