Gulfcoast Financial Services, Inc.
Gulfcoast Financial Services, Inc. (CRD# 137201) is a financial advisory firm headquartered in Lake City, FL. They manage $56,958,196 in 441 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Gulfcoast Financial Services, Inc.
By the Numbers
-
Total Assets Under Management57MILLION
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Total Number of Accounts441ACCOUNTS
-
Average Account Value$129,157
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Gulfcoast Financial Services, Inc.
1
John Kuykendall (CRD# 2424869) is an Investment Advisor Representative working at Gulfcoast Financial Services, Inc. in Lake City, FL and has over 30 years of experience in the finance industry.
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