Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
Crestview, FL 32536
Moors & Cabot, Inc.
Multi-team
Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Moors & Cabot since 2018, following a nine-year tenure at Edward Jones. Outside of her advisory role, Shanklin serves on several local advisory committees and nonprofit boards in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis Crestview Chapter, where she is president. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using a variety of investment strategies.
Based on Moors & Cabot, Inc.
Based on Moors & Cabot, Inc.
Financial planning services may include fixed fees negotiated per client.
$0 - $249,999.99: Negotiated annual fee %, minimum 0.5%, maximum 1.5% $250,000 - $499,999.99: Negotiated annual fee %, minimum 0.5%, maximum 1.5% $500,000 - $999,999.99: Negotiated annual fee %, minimum 0.5%, maximum 1.5% $1,000,000 - $2,999,999.99: Negotiated annual fee %, minimum 0.5%, maximum 1.5% $3,000,000+: Negotiated annual fee %, minimum 0.5%, maximum 1.5%
Broker-dealer activities generating commissions; insurance commissions may also apply.
Financial planning services may include hourly fees negotiated between advisor and client.
Account minimum: $50,000 Fee-only: Financial planning fees typically exceed $500, based on fixed or hourly rates negotiated per client; may be offset by commissions.
Crestview, FL
327 E Hickory Avenue
Crestview FL 32536
Advisors at this office
1
Florida
17 years of industry experience
Moors & Cabot Inc
2018 - Present • 8 years
Crestview, FL
Edward Jones
2009 - 2018 • 9 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 65
Crestview, FL
Dorgeolis Capital LLC
Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.
Series 66
Crestview, FL
Kingsview Wealth Management, LLC
Joe Faulk is a Series 66-licensed financial advisor with Kingsview Wealth Management, LLC, where he has worked since 2019. He has 18 years of industry experience, including prior roles at Edward Jones, Cetera, and LPL Financial. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a mix of in-house portfolios, third-party managers, and alternative investments.
ChFC®, Series 66
Crestview, FL
Guardian Life
Sara Fordyce is a Series 66-licensed financial advisor with Primerica Advisors, based in Crestview, FL, and has 22 years of industry experience. She has worked with Primerica Advisors since 2010 and currently is also affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, Fordyce serves as a church council member and finance committee chairperson at First Methodist Church in Crestview. Park Avenue Securities LLC serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.
Series 66
Crestview, FL
Guardian Life
Dustin Holloway is a financial advisor with Guardian Life, holding a Series 66 designation and with one year of industry experience. His work history includes roles at Guardian Life Insurance Company since 2023, Park Avenue Securities since 2025, and service in the Florida House of Representatives from 2023 to 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.
Series 63, Series 65
Crestview, FL
Cetera
James Craig is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, LPL Financial, and Hancock Whitney Bank. Outside of his advisory role, he is involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, supporting a multi-manager approach with both affiliated and third-party investment options.
Series 66
Crestview, FL
LPL Financial
George Borinski III is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2015. He has 11 years of industry experience and is also involved with Premier Wealth Management Partners, LLC. Outside of his advisory role, he serves as Director of Operations at Premier Wealth Management Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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