Because Glades County has zero in-county brick-and-mortar SEC/FINRA broker-dealer branch offices inside Moore Haven (33471), Buckhead Ridge (34974), or Lakeport (33471), retirees along the State Road 78 North Shore Lake Okeechobee corridor (Buckhead Ridge 34974, Lakeport 33471, and Brighton Reservation) and the US-27 / SR-80 corridor (Moore Haven 33471, Ortona 33471, and Muse 33935) are directly served by the surrounding tri-city SEC/FINRA advisory offices 8 to 18 miles from the county line. In Okeechobee (just 8 miles northeast of Buckhead Ridge via SR-78), Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC File #801-14562, Florida Sunbiz Doc# A94000000018) operates its full-service branch at 107 SW 17th Street, Suite J, Okeechobee, FL 34974 ((863) 357-4724), led by Senior Financial Advisor Sharon A. Covey (FINRA Individual CRD #2589910, registered since 1995, Series 7, 63, 66, FL DFS 2-15 license, 0 disclosures) and Financial Advisor Bryan Finnegan (FINRA Individual CRD #8077766, Series 7 & 66, 0 disclosures). Twelve miles south of Moore Haven on US-27, Edward Jones operates its Clewiston branch at 1012 West Sagamore Avenue, Suite 1, Clewiston, FL 33440 ((863) 983-1019), led by Financial Advisor Albert Lee 'Al' Perry (FINRA Individual CRD #7113762, Series 7 & 66, 0 disclosures), while 18 miles west on SR-80 in LaBelle, Financial Advisor Joseph Richard 'Joe' Timm, CEPA®, AAMS® (Firm CRD #250, Series 7 & 66, 0 disclosures) serves Muse, Ortona, and Moore Haven retirees at 870 West Hickpochee Avenue, Suite 1200, LaBelle, FL 33935 ((863) 675-5026). This corridor hub also cross-references three independent SEC/FINRA fiduciaries serving Buckhead Ridge, Lakeport, and Moore Haven: Stark Financial Advisers, Inc. (RIA Firm CRD #121213 / SEC File #801-112583, Sunbiz Doc# P01000118536, 16950 US Hwy 441 N, Okeechobee, FL 34972, (863) 697-8024, led by President & CEO Gary Lester Stark, CRD #433866, 0 disclosures), Costopoulos & Associates, LLC / Cetera Investment Advisers (Cetera RIA CRD #105644 / SEC #801-60422, Sunbiz Doc# L22000477179, 195 SW 28th St, Okeechobee, FL 34974, (863) 763-1120, led by Michael Louis Costopoulos, CPA, CRD #4409810, 0 disclosures), and Big Lake Financial Services, LLC / Osaic Institutions, Inc. (Firm CRD #35371 / SEC #801-56943, Sunbiz Doc# L13000178340, 512 E Pasadena Ave, Clewiston, FL 33440, (863) 599-2556, led by Frank Cook Harris, Sr., RFC®, CRD #1135721, 0 disclosures).
Official Verification Sources: FINRA BrokerCheck — Sharon A. Covey (CRD #2589910), Bryan Finnegan (CRD #8077766) & Albert L. Perry (CRD #7113762); SEC IAPD — Stark Financial Advisers, Inc. (CRD #121213 — Gary L. Stark, CRD #433866); FINRA BrokerCheck — Michael L. Costopoulos, CPA (CRD #4409810) & Frank C. Harris, Sr., RFC® (CRD #1135721)
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & Florida Dept. of Financial Services
Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Sharon A. Covey (CRD #2589910, 0 disclosures) and Bryan Finnegan (CRD #8077766, 0 disclosures) at 107 SW 17th St, Suite J, Okeechobee, FL 34974 ((863) 357-4724) serve Buckhead Ridge (34974) and Lakeport (33471); Albert Lee Perry (CRD #7113762, 0 disclosures) at 1012 W Sagamore Ave, Suite 1, Clewiston, FL 33440 ((863) 983-1019) and Joe Timm, CEPA®, AAMS® at 870 W Hickpochee Ave, Suite 1200, LaBelle, FL 33935 ((863) 675-5026) serve Moore Haven, Ortona, and Muse.
Issuer: U.S. SEC, FINRA & Florida DBPR Board of Accountancy
Notes: Stark Financial Advisers, Inc. (CRD #121213, Sunbiz #P01000118536; Gary L. Stark CRD #433866, 0 disclosures), Costopoulos & Associates, LLC (Sunbiz #L22000477179; Michael L. Costopoulos, CPA CRD #4409810, 0 disclosures), and Big Lake Financial Services, LLC (Sunbiz #L13000178340; Frank Cook Harris, Sr., RFC® CRD #1135721, 0 disclosures) all maintain clean regulatory histories.
Factual details and direct answers about Edward Jones (Sharon A. Covey, Bryan Finnegan, Al Perry & Joe Timm, CEPA®, AAMS®) & Stark Financial Advisers — SR-78 Buckhead Ridge / Okeechobee & US-27 Clewiston Wealth Hub's services, licensing, and credentials.
Which SEC/FINRA financial advisors are closest to Buckhead Ridge (34974) and Lakeport (33471) on the north shore of Lake Okeechobee?
Retirees in Buckhead Ridge (which shares the 34974 postal ZIP code with Okeechobee) and Lakeport are 8 to 15 miles via State Road 78 from Okeechobee's registered advisory hub, including Edward Jones advisors Sharon A. Covey (CRD #2589910) and Bryan Finnegan (CRD #8077766) at 107 SW 17th St, Suite J ((863) 357-4724), Michael L. Costopoulos, CPA (CRD #4409810) at 195 SW 28th St ((863) 763-1120), and Gary L. Stark (CRD #433866) at 16950 US Hwy 441 N ((863) 697-8024).
Which registered advisors on US-27 and SR-80 are closest to Moore Haven, Ortona, and Muse?
Moore Haven (33471) retirees are 12 miles north of Clewiston advisors Albert Lee 'Al' Perry (Edward Jones, CRD #7113762, 1012 W Sagamore Ave, Suite 1, (863) 983-1019) and Frank Cook Harris, Sr., RFC® (Big Lake Financial Services / Osaic Institutions, CRD #1135721, 512 E Pasadena Ave, (863) 599-2556), while Ortona and Muse (33935) residents are 10 to 18 miles east of LaBelle advisor Joe Timm, CEPA®, AAMS® (870 W Hickpochee Ave, Suite 1200, (863) 675-5026).
Connect with complementary legal, financial, and residential providers serving seniors in Moore Haven and Glades County.
Glades County Clerk of the Circuit Court & Comptroller — Probate & Guardianship Division (Hon. Tami Pearce Simmons, County Judge Hon. William K. Dorman III, Municipal/County Counsel Steven A. Ramunni, Esq. & Richard W. Pringle, Esq., & 20th Circuit Public Guardian Patrick C. Weber, Esq.)
Moore Haven, Glades County
(863) 946-6010
Glades County Section 8 Housing Choice Voucher & Regional Public Housing Network — Glades County Community Services (Moore Haven), Hendry County Housing Authority (HUD PHA #FL123), Fort Myers PHA (#FL009), Lee County PHA (#FL128) & Pahokee PHA (#FL080)
Moore Haven, Glades County
(863) 946-6004
Glades County Immediate US-27 South & SR-80 West Skilled Nursing, Assisted Living & Adult Day Care Hub — Vivo Healthcare Clewiston (155 Beds, AHCA #1092096), LaBelle Health and Rehab Center (93 Beds, AHCA #1333096) & Family Home Adult Care (AHCA #9676)
Moore Haven, Glades County
(863) 983-5123
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
First Bank — Moore Haven In-County Branch & Clewiston Headquarters (with Seacoast National Bank & SouthState Bank, N.A. Depository & Trust Network)
Moore Haven, Glades County
US-27 North (Lake Placid / Sebring) & SR-80 West (LaBelle / Fort Myers) Certified Financial Planner™ (CFP®) & Fiduciary RIA Corridor — Heather R. Harshman, CFP®, The Grubb Group of Raymond James & Uhler Vertich White Advisors
Moore Haven, Glades County
Glades County Credit Union & CUSO Retirement Network — Everglades Federal Credit Union (Clewiston), Suncoast Credit Union (Danny King, CFP® — LaBelle) & MIDFLORIDA Credit Union (Okeechobee)
Moore Haven, Glades County
Corporate Trust & Agricultural / Ranch Estate Fiduciary Network — FineMark Bank & Trust, The Sanibel Captiva Trust Company, Seacoast Wealth & SouthState Trust
Moore Haven, Glades County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.