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Earl Mcgavran

Advisor at Raymond James Financial

Updated today

Location

Pittsburg, KS 66762

Credentials

Series 63

Industry experience

41 years

About

Earl Mcgavran is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 41 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and leads McGavran Financial Group since 2014. Outside of his advisory work, he is also an agent with McGavran Agency, focusing on Medicare-related insurance products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

2112 N. Broadway

Pittsburg, KS 66762

Most active in

Texas

Work history

McGavran Financial Group

2014 - Present (12 years)

Raymond James Financial Services Advisors, INC.

2009 - Present (17 years)

Mcgavran Agency

2008 - Present (18 years)

Mcgavran Agency

2006 - Present (20 years)

Raymond James Financial Services, inc.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Randall S

Series 63, Series 65

Pittsburg, KS

Concurrent Investment Advisors, LLC

Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, using customized portfolios and a generally long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Series 66

Pittsburg, KS

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Luke Prestholt is a financial advisor with Mariner Wealth, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Mariner Wealth in 2022. Outside of his advisory role, he is involved in the buying and selling of sports cards and memorabilia through a collectibles business based in Frontenac, Kansas. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with access to third-party managers, offering a range of investment management, financial planning, retirement consulting, tax services, and family office administration.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Series 63, Series 65

Frontenac, KS

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Christopher Falletti is a financial advisor with Eagle Strategies (New York Life) based in Frontenac, Kansas. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2009, he has operated Falletti Financial alongside his role at Eagle Strategies. Outside of advisory work, he owns and manages a rental property business. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Larry S

CFP®, Series 66

Pittsburg, KS

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Larry Sprague is a CFP®-certified financial advisor with Edward Jones in Pittsburg, KS, bringing 10 years of industry experience. Before joining Edward Jones in 2016, he worked for 18 years at Leggett & Platt, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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John S

Series 66

Pittsburg, KS

LPL Financial

John Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for eight years before joining LPL Financial in 2023. Outside of his advisory role, Stevens is involved in buying and selling sports trading cards as a side business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Karen V

Series 63, Series 65

Pittsburg, KS

LPL Financial

Karen Vanleeuwen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She previously worked at Next Financial Group Inc for 18 years before joining LPL Financial. Outside of her advising role, she is a co-owner of VanLeeuwen Farms in Pittsburg, KS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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