Located inside the Capital City Bank branch on U.S. Highway 27 / 129 in southern Suwannee County at 814 Suwannee Avenue NW, Branford, FL 32008, Capital City Investments / Capital City Strategic Wealth serves retirees across Branford (`32008`), O'Brien (`32071`), McAlpin (`32062`), and the lower Suwannee River valley. Led by Senior Financial Advisor Daniel Douglas "Danny" Etheridge, CRPC®, CKA® (`CRD# 6189560`, Chartered Retirement Planning Counselor® and Certified Kingdom Advisor®, 12+ years of experience, Series 7 and Series 66, 0 regulatory disclosures), dually registered with LPL Financial LLC (`Firm CRD# 6413` / `SEC# 801-10970`, `Sunbiz Doc# M11000000644`) and Capital City Bank Group (`Sunbiz Doc# G75579` / `#P94000090624`), this Branford branch provides local access to Florida Retirement System (FRS) DROP and 401(k)/403(b) pension rollovers, fiduciary advisory portfolios, tax-advantaged municipal bonds, fixed and indexed retirement income annuities, RMD automation, and Capital City Trust Company fiduciary administration.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Daniel Douglas Etheridge (CRD# 6189560 — Branford Branch); Capital City Investments Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / College for Financial Planning
Notes: 814 Suwannee Ave NW, Branford, FL 32008 is a registered branch location of LPL Financial LLC (CRD# 6413, SEC# 801-10970, Sunbiz Doc #M11000000644) and Capital City Investments (Doc #G75579 / #P95000089398), staffed by Senior Financial Advisor Daniel Douglas Etheridge, CRPC®, CKA® (CRD# 6189560, 0 disclosures).
Factual details and direct answers about Capital City Investments / Capital City Strategic Wealth — Danny Etheridge, CRPC®, CKA® (Branford Office)'s services, licensing, and credentials.
Can retirees in Branford and O'Brien meet with Danny Etheridge, CRPC® in person without driving to Live Oak or Lake City?
Yes. Senior Financial Advisor Daniel D. Etheridge, CRPC®, CKA® (CRD# 6189560, registered with LPL Financial LLC, CRD# 6413 / SEC# 801-10970, 0 disclosures) holds regular in-person retirement planning consultations right at the Branford Capital City Bank office at 814 Suwannee Avenue NW, Branford, FL 32008 ((386) 935-2122).
Do I need to be a Capital City Bank checking customer to roll over an FRS DROP or 401(k) account with Capital City Investments in Branford?
No. While Capital City Investments is located inside the Branford Capital City Bank branch for convenience, brokerage and fiduciary advisory accounts are held through LPL Financial LLC (CRD# 6413) and are open to any Suwannee County retiree seeking independent retirement income or rollover guidance.
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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.