Serving eastern, central, and lower coastal Levy County from its officially registered SEC/FINRA branch office at 144 East Noble Avenue, Williston, FL 32696 (and satellite Capital City Bank offices at `140 E Hathaway Ave, Bronson, FL 32621` and `95 Hwy 40 W, Inglis, FL 32649`), Capital City Strategic Wealth / Capital City Investments provides local retirees with fiduciary investment management and retirement income planning through LPL Financial LLC (`Firm CRD# 6413` / `SEC# 801-10970`) and Capital City Trust Company (`Sunbiz Doc# P94000090624`). Senior Financial Advisor Daniel Douglas "Danny" Etheridge, CRPC®, CKA® (`CRD# 6189560`, registered directly at the `144 E Noble Ave, Williston` branch on SEC IAPD with 0 regulatory disclosures) assists Williston, Bronson, Inglis, and Yankeetown retirees with Florida FRS DROP rollovers, IRA/401(k) asset allocation, RMD tax strategies, fixed and variable annuities, and trust/estate planning — complemented in Williston and Chiefland by Florida Farm Bureau retirement annuity specialists Craig Mikell, P.A. (`Sunbiz Doc# P94000011686`, `312 E Park Ave, Chiefland` & `208 NW Main St, Williston`).
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Daniel Douglas Etheridge (CRD# 6189560 — Williston Branch); Capital City Strategic Wealth Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: 144 E Noble Ave, Williston, FL 32696 is an officially registered branch office of LPL Financial LLC (CRD# 6413, SEC# 801-10970) and Capital City Strategic Wealth (Sunbiz Doc #P94000090624), staffed by Senior Financial Advisor Daniel Douglas Etheridge, CRPC®, CKA® (CRD# 6189560, 0 disclosures), who also serves the Bronson (140 E Hathaway Ave) and Inglis (95 Hwy 40 W) branches.
Factual details and direct answers about Capital City Strategic Wealth / Capital City Investments — Williston, Bronson & Inglis Levy County Hub's services, licensing, and credentials.
Is the Williston Capital City office a registered branch location with FINRA and the SEC?
Yes. 144 East Noble Avenue, Williston, FL 32696 ((352) 528-5389) is an officially registered branch office on SEC Form ADV and FINRA BrokerCheck for LPL Financial LLC (CRD# 6413 / SEC# 801-10970), where Senior Financial Advisor Daniel Douglas Etheridge, CRPC®, CKA® (CRD# 6189560, 0 disclosures) meets with eastern Levy County retirees.
Do retirees in Bronson, Inglis, and Yankeetown have to drive outside Levy County for retirement and trust planning?
No. Danny Etheridge (CRD# 6189560) serves retirees directly inside Levy County at the Williston (144 E Noble Ave), Bronson (140 E Hathaway Ave, Bronson, FL 32621), and Inglis (95 Highway 40 W, Inglis, FL 32649) offices by appointment, providing full FRS rollover, RMD, and Capital City Trust Company advisory services locally.
Connect with complementary legal, financial, and residential providers serving seniors in Williston and Levy County.
Fugate & Fugate Law Firm (Norm D. Fugate, P.A. — Williston Headquarters)
Williston, Levy County
(352) 528-0019
Williston Crossings RV Resort & 55+ Active Adult Community (Williston)
Williston, Levy County
(352) 528-7100
Williston Care Center and Rehab
Williston, Levy County
(352) 528-3561
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Edward Jones — David R. Nettles, Financial Advisor
Williston, Levy County
Cross Oak Wealth — Osvaldo "Ozzie" Delgado, Jr., ChFC® (Kovack Advisors, Inc.)
Williston, Levy County
Seacoast Wealth Management / Seacoast Investment Services — Williston Office
Williston, Levy County
Smith Asset Management Co., LLC
Chiefland, Levy 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.