Capital City Investments / Capital City Strategic Wealth—offering securities and investment advisory services through SEC-registered Investment Adviser and FINRA/SIPC member firm LPL Financial LLC (Firm CRD #6413, SEC File #801-10970) alongside fiduciary trust coordination with Capital City Trust Company—serves retirees along the North Panama City and Lynn Haven Highway 77 corridor from 3436 Highway 77, Suite B, Panama City, Bay County, Florida (ZIP 32405). The Bay County advisory team is led by Financial Advisor Noah Hill King, CFP®, AAMS®, APMA® (Individual CRD #6157227) and veteran Financial Consultant Joe Tom King Jr. (Individual CRD #269945).
Positioned on State Road 77 at the gateway between Panama City and Lynn Haven just south of Mathison Retirement Community and Summer's Landing, Noah Hill King, CFP®, AAMS®, APMA® combines Certified Financial Planner™ fiduciary standards with the Accredited Asset Management Specialist™ (AAMS®) and Accredited Portfolio Management Advisor™ (APMA®) designations. The team specializes in Florida Retirement System (FRS) Pension and DROP rollovers for state, county, municipal, and Bay District Schools retirees, federal TSP rollovers for Tyndall AFB and NSA Panama City families, tax-efficient retirement income distribution, corporate fiduciary trust administration via Capital City Trust Company, and multi-generational estate preservation.
Official Verification Sources: SEC IAPD Firm Summary — LPL Financial LLC (CRD# 6413); FINRA BrokerCheck — Noah Hill King, CFP®, AAMS®, APMA® (CRD# 6157227) & Joe Tom King Jr. (CRD# 269945); Capital City Investments & Strategic Wealth Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Securities and advisory services are offered through LPL Financial LLC (CRD #6413, SEC File #801-10970) at the Capital City Investments Highway 77 branch, 3436 Highway 77, Suite B, Panama City, FL 32405 (Phone: 850-404-6067 / Direct: 850-319-5921).
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Financial Advisor Noah Hill King, CFP®, AAMS®, APMA® (CRD #6157227) and Financial Consultant Joe Tom King Jr. (CRD #269945) serve North Panama City and Lynn Haven retirees.
Factual details and direct answers about Capital City Investments / Capital City Strategic Wealth — LPL Financial (Noah H. King, CFP®, AAMS®, APMA®)'s services, licensing, and credentials.
What professional credentials do Noah Hill King and Joe Tom King Jr. hold at Capital City Investments in Panama City?
Practicing at 3436 Highway 77, Suite B, Panama City, FL 32405 (850-404-6067), Financial Advisor Noah Hill King (CRD #6157227) holds the Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist™ (AAMS®), and Accredited Portfolio Management Advisor™ (APMA®) designations alongside veteran Financial Consultant Joe Tom King Jr. (CRD #269945) through LPL Financial LLC (CRD #6413).
Why is Capital City Investments a strong fit for Florida Retirement System (FRS) retirees in Panama City and Lynn Haven?
With deep roots across North Florida's public-sector workforce, the team helps Bay County educators, sheriff's deputies, municipal workers, and state employees analyze FRS Pension vs. Investment Plan options, execute tax-free FRS DROP rollovers, and coordinate corporate trustee services through Capital City Trust Company.
Where is the Highway 77 office located in relation to Lynn Haven and North Panama City?
The office is located at 3436 Highway 77, Suite B, Panama City, FL 32405, directly on the State Road 77 corridor connecting North Panama City (Highway 390) and Lynn Haven (ZIP 32444).
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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.