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Loyd P
Series 65
Fleming Isle, FL
Section Integrity Wealth Management
Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.
David C
Series 63, Series 65
Fleming Island, FL
Advanced Financial Analysis, LLC
David Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. In addition to his advisory role, he operates a tax preparation business under the name Tax Taxi and is a licensed independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and non-discretionary investment management primarily to individual clients. The firm combines a consultative investment process with affiliated insurance services, maintaining a small client base and a solo-practitioner structure.
Jason F
Series 63, Series 65
Jacksonville, FL
French Capital Management, LLC
Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.
Cory S
CFP®, CFA®, Series 63, Series 66
Fleming Island, FL
Black Creek Wealth Management, LLC
Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.
Undre G
Series 65
Fleming Island, FL
Obsidian Wisdom
Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.
Michael L
CFP®, ChFC®, Series 63, Series 65
Jacksonville, FL
Lawrence Financial Services
Michael Lawrence is a CFP® and ChFC® with 45 years of industry experience. He is affiliated with LPL Financial and has operated Lawrence Financial Services, Inc., a registered investment advisor, since 1993. Lawrence also has a longstanding relationship with Linsco/Private Ledger Corp. outside of his work at LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies tailored to client needs.
Brittany S
CFP®, Series 66
Jacksonville, FL
Madden Advisory Services, Inc.
Brittany Salman is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Bank of America and Merrill Lynch from 2010 to 2021 before joining Madden Advisory Services, Inc. in 2021. Madden Advisory Services provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, and other entities. The firm combines personalized wealth management with an online, model-driven ETF and mutual fund platform, employing various investment strategies and offering pension-plan consulting and education.
Morgan P
Series 63, Series 65
Jacksonville, FL
Vincimus Capital, LLC
Morgan Phillips is a financial advisor at Vincimus Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Finch Investment Group, Hancock Whitney, and Black Diamond Performance Reporting, LLC. Outside of his advisory role, Phillips is a member of GP Jax Surf LLC, involved in managing the development of a surf precinct and wave pool in Jacksonville, FL. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm emphasizes tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence model.
Jeremy S
Series 65
Orange Park, FL
HFG Capital
Jeremy Story is a financial advisor with HFG Capital and holds a Series 65 license. He has two years of industry experience, including prior roles at Brookstone Wealth Advisors and Hollifield Financial Group. Outside of advisory services, he is also licensed to sell insurance products through Hollifield Financial Group. HFG Capital manages pooled investment vehicles and provides portfolio management services primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, focusing on long-term trading across various asset classes while maintaining a non-discretionary management approach.
Michael E
CFP®, Series 66
Jacksonville, FL
Madden Advisory Services, Inc.
Michael Ellis is a CFP® professional with nine years of industry experience. He has worked at Madden Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Madden Advisory Services provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, and other entities. The firm combines personalized wealth management with an online, model-driven ETF and mutual fund platform, employing a dual delivery approach that integrates fundamental, technical, and cyclical analysis.
Kendal F
Series 65, Series 66
Green Cove Springs, FL
Privileged Planning Inc.
Kendal Fordham is a financial advisor at Privileged Planning Inc. with nine years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at Raymond James Financial Services and Planning Solutions International LLC. Outside of advising, she serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit providing flights for veterans to Washington, DC, and is a co-author of two books. Privileged Planning serves individual clients, including high-net-worth households, as well as corporations and business entities, offering customized financial management, planning, and consulting. The firm employs a mix of technical and cyclical analysis across various investment products and emphasizes regular client communication and multi-month coaching packages with ongoing digital access.
Thomas R
Series 63, Series 66
Fleming Island, FL
camarda wealth advisory group
Thomas Razzano is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Camarda Wealth Advisory Group since 2014, working as part of a nine-advisor team. Camarda Wealth Advisory Group serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $325 million in assets using model portfolios and a combination of proprietary and third-party research, with a focus on a broad physical presence and integrated planning through affiliated offerings.
Marcus M
CFP®, Series 65
Middleburg, FL
Origin Investment Advisory LLC
Marcus Miller is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Mainstay Capital in Lakeland, FL. His background includes nine years in the US Navy and concurrent roles at Mainstay Capital and Origin Financial since 2020 and 2022, respectively. Mainstay Capital provides comprehensive financial planning and discretionary portfolio management for individual clients and small businesses, with a focus on tactical asset allocation and ongoing retainer-based financial planning. The firm integrates tax preparation and education into its services, coordinating closely with outside accountants and offering 401(k) plan administration through a sub-adviser relationship.
Karle S
Series 63, Series 65
Fleming Island, FL
camarda wealth advisory group
Karle Simmons is a financial advisor with Camarda Wealth Advisory Group, holding Series 63 and Series 65 licenses. Simmons has experience in tax-related roles, having worked at Tax Defense Network for 16 years and currently associated with TaxMaster. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, managing approximately $325 million in assets with a nine-advisor team. The firm employs discretionary portfolio management using model portfolios and a combination of proprietary and third-party research, offering a range of investment options and specialized client services.
Anna W
CFP®, Series 66
Fleming Island, FL
camarda wealth advisory group
Anna Wunderlich is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Camarda Wealth Advisory Group and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $325 million in assets across a nine-advisor team and employs model portfolios alongside proprietary and third-party research to manage client accounts.
Sunil M
ChFC®, Series 63, Series 66
Orange Park, FL
DMK Advisor Group, Inc.
Sunil Misra is a ChFC® credentialed financial advisor with 13 years of industry experience, currently serving at DMK Advisor Group, Inc. He has worked at several firms including Stephen A. Kohn & Associates, Ltd., New Century Financial Group, LLC, and Royal Alliance Associates. Outside of his advisory work, Misra is a board member of the Rotary Club of Orange Park Sunset and manages IT consulting services through his own firm, Sunil Misra LLC. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides discretionary and non-discretionary portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing a combination of technical and fundamental analysis with portfolios composed exclusively of mutual funds and ETFs.
Niklas B
Series 65
Fleming Island, FL
camarda wealth advisory group
Niklas Brusen is a financial advisor at Camarda Wealth Advisory Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Subway for four years and has been a student since 2015. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, managing approximately $325 million in assets across 321 client relationships. The firm uses model portfolios and a combination of proprietary and third-party research to manage discretionary accounts with a range of investment options, supported by specialized services and planning tools.
Jeffrey C
Series 65
Fleming Island, FL
camarda wealth advisory group
Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group with a Series 65 designation and one year of industry experience. He has been with the firm since 2021 and has also maintained a student status since 2014. Camarda Wealth Advisory Group serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $325 million in assets across roughly 321 client relationships, utilizing model portfolios and a combination of proprietary and third-party research.
Forrest K
Series 65
Fleming Island, FL
camarda wealth advisory group
Forrest Knopps is a financial advisor at Camarda Wealth Advisory Group with a Series 65 designation and two years of industry experience. Prior to joining Camarda Wealth Advisory Group, he worked at Fisher Investments for five years. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, providing discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $325 million in assets across a nine-advisor team and employs model portfolios combined with proprietary and third-party research to manage client accounts.
Robert S
Series 65
Fleming Island, FL
camarda wealth advisory group
Robert Strange is a financial advisor at Camarda Wealth Advisory Group with a Series 65 credential and no prior industry experience before joining the firm. He previously worked at Government Personnel Mutual and Kemper Insurance Company. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, managing approximately $325 million in assets across a nine-advisor team. The firm uses model portfolios and a combination of proprietary and third-party research to provide discretionary portfolio management and consulting services.
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249 advisors near 32068
Out of 400,000+ nationwide