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5 advisors near
32428
within the area shown on the map
Out of 400,000+ nationwide
Jon F
Series 63, Series 65
Chipley, FL
Ausdal Financial Partners, Inc.
Jon Floyd is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and FSC Securities Corporation. Outside of advising, he is president of a tree farm and landscaping business and vice president/owner of a general store, both located in Chipley, FL. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to client objectives and risk tolerances across multiple custodians and account types.
Gavin T
Series 66
Chipley, FL
Guardian Life
Gavin Taylor is a Series 66 licensed advisor with Primerica Advisors, based in Chipley, FL, and has four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company and spent seven years with the Department of Defense, where he also worked part-time as an engineer. He is a partner in GCK Family Enterprises, LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Jason B
Series 63, Series 65
Bonifay, FL
OSAIC
Jason Bressler is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, and Ameriprise Financial Services. Outside of his advisory work, he is president of a retail sports card business that also involves dog and horse breeding. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party money managers and wrap programs.
Lorraine W
Series 66
Chipley, FL
LPL Financial
Lorraine Walker is a financial advisor with LPL Financial in Chipley, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial and Allen & Company in 2019, she operated Lorrie Walker Communications for 12 years. She is also the owner of an insurance agency, Lorrie Walker LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.
Emily L
Series 66
Bonifay, FL
Cetera
Emily Landers is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at several Cetera entities since 2021, as well as Wells Fargo Clearing from 2016 to 2021 and Distinctive Millwork LLC prior to that. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with assets totaling over $256 billion.
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Finding advisors...
5 advisors near
32428
within the area shown on the map
Out of 400,000+ nationwide