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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 been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1997. Outside of his advisory work, he serves as executor and beneficiary for family investment and insurance matters, and is involved in outside insurance activities. 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 a broad range of third-party asset managers. The firm uses a client intake process to tailor written financial plans and advisory program placements, operating a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Edee S

Series 66

Valdosta, GA

Equitable Advisors

Edee Strickland is a financial advisor at Equitable Advisors in Valdosta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Strickland has worked in various roles including delivery driver for Papa John's. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing multiple program sponsors and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 possessing 27 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Lisa serves on the board of Rebound Ministries, a nonprofit organization, and is involved with Leadership Lowndes as a Youth Community Service Coordinator. Equitable Advisors provides financial planning and retirement plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering access to multiple third-party asset managers and advisory programs tailored to clients' goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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