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5 advisors near 32433
Out of 400,000+ nationwide
Charles M
Series 63, Series 65
Defuniak Springs, FL
Arete Wealth Advisors, LLC
Charles Majors is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., and has operated Majors Financial Group since 2001. Outside of his advisory role, he serves as president of Majors Financial Group, Inc., which sells life, health, and disability insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels within its service offerings.
Eric G
Series 66
Defuniak Springs, FL
Kestra Advisory
Eric Galloway is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 17 years of industry experience, including 16 years at Edward Jones before joining Kestra in 2024. Galloway also operates Galloway Wealth Management, where he provides financial planning and insurance services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and complex investment products.
Timothy S
Series 66
Defuniak Springs, FL
Edward Jones
Timothy Singleton is a financial advisor with Edward Jones in Defuniak Springs, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served six years in the United States Army. Outside of his advisory role, he works as a pyro technician for Pyro Shows Inc., setting up fireworks displays for special events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.
Bethany J
Series 66
Defuniak Springs, FL
Equitable Advisors
Bethany Joyner is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience, having previously worked at Primerica Financial Services. Outside of her advisory role, she volunteers as a bookkeeper for Sanford & Sisters. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party managers and a hybrid referral and implementation model.
Robert N
Series 63, Series 65
Defuniak Springs, FL
Equitable Advisors
Robert Neale is a financial advisor with Equitable Advisors in Defuniak Springs, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Neale serves as a volunteer board member for Walton Academy and is a board member of the Defuniak Springs Kiwanis Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.
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5 advisors near 32433
Out of 400,000+ nationwide