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James A

Series 63, Series 65

Valdosta, GA

Equitable Advisors

James Allred is a financial advisor with Equitable Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1997. Outside of his advisory role, he serves as an executor and beneficiary of multiple wills and life insurance policies and is involved in outside insurance activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Edee S

Series 66

Valdosta, GA

Equitable Advisors

Edee Strickland is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including delivery driver at Papa John's. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Lisa D

Series 63, Series 65

Valdosta, GA

Equitable Advisors

Lisa Day is a financial advisor with Equitable Advisors in Valdosta, Georgia, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of her advisory work, she serves as a board member for Rebound Ministries and works with Leadership Lowndes Youth, coordinating community service projects for local students. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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