Top financial advisors in Lake City, FL
We've curated a list of the best financial advisors in Lake City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $49,621,167 Number of advisors 7 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Lake City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Gulfcoast Financial Services, Inc.
GulfCoast Financial Services, Inc. is a Registered Investment Adviser based in Lake City, Florida, providing investment advisory services since 2006. The firm emphasizes fiscal responsibility and personalized financial planning solutions tailored to clients' unique values and life goals. Services include advice on economic and investment environments, financial plan construction, asset allocation design, investment and risk management strategy implementation, and investment performance monitoring. The firm offers discretionary investment management services, private (alternative) investments, and financial planning services. GulfCoast Financial Services requires a minimum initial investment of $25,000, which may be waived under certain circumstances. Fees for investment management services are based on a percentage of assets under management, with fee breaks for increasing portfolio sizes. The firm may charge a one-time initial set-up fee and adjusts fees based on complexity and additional time required for client accounts. Clients have investment discretion and can terminate services with a 30-day notice. The firm does not vote proxies on behalf of clients and does not have custody of client funds. John Kuykendall, the firm's principal owner, has extensive educational background and business experience, with no reportable disciplinary events in the past ten years. He is also a registered representative with Kovack Securities, Inc. and licensed as an independent insurance agent. John Kuykendall serves as the Chief Compliance Officer and the sole Investment Advisory Representative of GulfCoast Financial Services, Inc.
$49,621,167 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Asset Allocation Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Lake City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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