Operating inside the Capital City Bank financial center on U.S. Highway 19/98 at 2012 North Young Boulevard, Chiefland, FL 32626, Capital City Strategic Wealth / Capital City Investments delivers fiduciary retirement income planning, trust coordination, and wealth management through dual-registered SEC investment adviser and FINRA/SIPC broker-dealer LPL Financial LLC (`Firm CRD# 6413` / `SEC# 801-10970`) and Capital City Trust Company (Capital City Bank Group, Inc. `Sunbiz Doc# P94000090624`). Senior Financial Advisor Daniel Douglas "Danny" Etheridge, CRPC®, CKA® (`CRD# 6189560`, Chartered Retirement Planning Counselor® and Certified Kingdom Advisor®, 12+ years of securities experience since 2015, Series 7 and Series 66 licenses, 0 regulatory disclosures) advises Chiefland, Fanning Springs, and Cedar Key retirees on Florida Retirement System (FRS) DROP and 401(k)/403(b) rollovers, CRPC® retirement cash-flow modeling, RMD tax minimization, and corporate fiduciary trust administration.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Daniel Douglas Etheridge (CRD# 6189560); Capital City Strategic Wealth Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / College for Financial Planning
Notes: Daniel Douglas Etheridge, CRPC®, CKA® (CRD# 6189560, 12+ yrs exp., Series 7 & 66, 0 disclosures) is registered with LPL Financial LLC (CRD# 6413, SEC# 801-10970) at Capital City Strategic Wealth / Capital City Bank (Sunbiz Doc #P94000090624), 2012 N Young Blvd, Chiefland, FL 32626.
Factual details and direct answers about Capital City Strategic Wealth / Capital City Investments — Danny Etheridge, CRPC®, CKA® (Chiefland Office)'s services, licensing, and credentials.
What does the Chartered Retirement Planning Counselor® (CRPC®) designation held by Danny Etheridge mean for Chiefland retirees?
Earned through the College for Financial Planning, the CRPC® designation held by Senior Financial Advisor Daniel D. Etheridge (CRD# 6189560, 0 disclosures) focuses specifically on the pre- and post-retirement transition — including Social Security claiming strategies, Medicare and healthcare cost projections, tax-efficient withdrawal sequencing, and Florida FRS pension integration.
Can Chiefland clients access formal trust and estate administration through Capital City Strategic Wealth?
Yes. In addition to fiduciary advisory portfolios through LPL Financial LLC (CRD# 6413 / SEC# 801-10970), Danny Etheridge coordinates directly with Capital City Trust Company at the 2012 North Young Boulevard office in Chiefland to provide corporate trustee services, estate settlement, and multigenerational wealth transfer.
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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.