Advisor at Gulfcoast Financial Services, Inc.
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Firm
Gulfcoast Financial Services, Inc.
Location
Lake City, FL 32055
Credentials
Series 63, Series 65
Industry experience
31 years
John Kuykendall is a financial advisor with Gulfcoast Financial Services, Inc. in Lake City, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Gulfcoast Financial Services since 1992 and also leads Gulfcoast Tax Services, Inc. Outside of his advisory work, Kuykendall is involved in community organizations including the Rotary Club of Lake City, the Gideons, and professional groups focused on Christian financial consulting, and he is the author of an educational financial book. Gulfcoast Financial Services, Inc. provides investment management, asset allocation, and financial planning to individuals, trusts, and estates. The firm applies Modern Portfolio Theory to tailor portfolios according to client risk tolerance, offers discretionary and non-discretionary advisory services, and facilitates access to private investments through third-party sub-advisors.
Based on Gulfcoast Financial Services, Inc.
Based on Gulfcoast Financial Services, Inc.
Financial planning fixed fees between $250 and $2,500 per project
$100,000 - $250,000: 2.00% annually $250,001 - $750,000: 1.50% annually $750,001 - $2,000,000: 1.25% annually $2,000,001+: 1.00% annually
Commission-based compensation earned by registered representatives and insurance agents associated with the firm, separate from advisory fees
Financial planning hourly rates from $100 to $300 per hour billed in half-hour increments
Performance-based fees may be charged by sub-advisors for qualified clients only; GulfCoast Financial Services shares in these fees
Annual retainer agreements for financial planning with fees not to exceed half of original financial planning fees
Account minimum: $100,000 Minimum fee: Minimum fee of $150 per quarter for asset allocation services Fee-only: Financial planning fixed fees between $250 and $2,500 per project; hourly fees between $100 and $300 per hour
248 N. Marion Avenue, Suite 101
Lake City, FL 32055
Florida · Texas
Gulfcoast Tax Services, Inc.
2019 - Present (7 years)
Kovack Securities, Inc.
2017 - Present (9 years)
Next Financial Group, INC
2015 - 2017 (2 years)
Gulfcoast Financial Services, Inc.
2006 - Present (20 years)
Gulfcoast Financial Services, Inc.
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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