Addressing Liberty County's documented rural securities gap of zero (0) standalone FINRA/SEC brokerage storefronts physically inside Bristol (32321), Hosford (32334), Telogia (32360), or Sumatra (32335), this Part 1 corridor directory connects Liberty County retirees directly to the closest SEC-registered Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist™ (AAMS™), and public-sector 403(b)/457(b) advisors along State Road 20 East (Tallahassee — 28 miles east of Hosford and 42 miles east of Bristol), State Road 267 / US-90 North (Quincy — 24 miles northeast of Hosford), and State Road 20 / State Road 71 West (Blountstown, Marianna, and Panama City): (1) Edward D. Jones & Co., L.P. (Firm CRD #250 / SEC File #801-14585 & #801-7288, Sunbiz #A18977) — Serving western Liberty County (Bristol 32321) via the SR-20 / SR-71 West corridor at 2914 Jefferson Street, Marianna, FL 32446 ((850) 482-8505) with 24-year Accredited Asset Management Specialist™ David Roy Carrel, AAMS™ (Individual CRD #4504669, 0 disclosures), and serving eastern Liberty County (Hosford 32334 & Telogia 32360) via the Tallahassee / Big Bend Edward Jones corridor with clean-record advisors including Barbara Hutcherson Thornton (Individual CRD #7014265, 0 disclosures), Robert J. Davison, AAMS® (Individual CRD #1737446, 0 disclosures), and Trent Bish Roberts, AFFP® (Individual CRD #7592476, 0 disclosures); (2) Raymond James & Associates, Inc. (Firm CRD #705 / SEC File #801-10418) & Raymond James Financial Services Advisors, Inc. (Firm CRD #149018 / SEC File #801-69815 & RJFS Firm CRD #6694) — Featuring Certified Financial Planner™ Lyle J. Floyd, CFP® at 2065 Thomasville Road, Suite 201, Tallahassee, FL 32308 ((850) 386-5588), Senior Vice President Heather Lee McCurley Noyes, CFP® (Individual CRD #2823741) and Ashtin Noyes Johnson, CFP®, AAMS® at CompassPoint Wealth Management Group of Raymond James (101 W 5th St, Panama City, FL 32401, (850) 785-9614, with corporate trust services via Raymond James Trust, N.A.), and Quincy / West Tallahassee RJFS advisors Michael Louis Nagy (Individual CRD #6185388, 0 disclosures) and Hieu Phi Nguyen (Individual CRD #7949674, 0 disclosures) at 517 W Jefferson St, Quincy, FL 32351 ((850) 942-9000); and (3) Immediate Blountstown / SR-71 West Independent CFP® & 403(b)/457(b) Corridor — Featuring Blountstown resident public-sector retirement representative Joseph R. Durham (18946 SR-71 N, Lot 54, Blountstown, FL 32424, registered with PlanMember Securities Corporation, Firm CRD #11869, Series 6, 26 Principal & 63) alongside Strategic Planning Partners, LLC (Sunbiz Doc# L16000041989, 4425 Lafayette St, Suites 6 & 12, Marianna, FL 32446, (850) 526-1868), led by 24-year Certified Financial Planner™ Timothy James Hummel, CFP® (Individual CRD #4561484, 0 disclosures) and John Joel Langford (Individual CRD #6948111, 0 disclosures) via SEC-registered Kovack Advisors, Inc. (Firm CRD #140808 / SEC File #801-66813) and Strategic Solutions Financial Group (4431 Jackson St, Marianna, (850) 865-2138 — Freddie Earl Spears, ChFC®, CLTC®, Individual CRD #2040145 via Park Avenue Securities CRD #46173) (acceptsMedicaid: false).
Official Verification Sources: FINRA BrokerCheck — David Roy Carrel, AAMS™ (CRD #4504669 — Edward Jones Firm CRD #250); FINRA BrokerCheck — Michael Louis Nagy (CRD #6185388 — Raymond James #149018 / #6694) & Heather M. Noyes, CFP® (CRD #2823741 — Raymond James #705); FINRA BrokerCheck — Timothy J. Hummel, CFP® (CRD #4561484 — Strategic Planning Partners / Kovack Advisors #140808)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Confirms 0 Edward Jones or Raymond James physical storefronts inside Liberty County (32321, 32334, 32360, 32335); Liberty County retirees are served directly along SR-20 East in Tallahassee (28 mi E of Hosford), SR-267 N in Quincy (24 mi NE of Hosford), and SR-20/SR-71 West in Blountstown/Marianna.
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Verified 2026-10-26: Provides immediate west-corridor CFP®, CLTC® extended-care, and 403(b)/457(b) public retirement plan representation for Bristol, Hosford, Telogia, and Sumatra seniors.
Factual details and direct answers about SR-20 East (Tallahassee — 28 Mi. E of Hosford / 42 Mi. E of Bristol) & SR-20 / SR-71 West SEC-Registered CFP® Fiduciary Wealth Corridor — Part 1: Edward Jones (CRD #250), Raymond James (CRD #705 / #6694), Strategic Planning Partners (Timothy J. Hummel, CFP®) & PlanMember Securities's services, licensing, and credentials.
Are there any Edward Jones or Raymond James brokerage offices physically inside Bristol (32321) or Hosford (32334)?
No. A regulator audit of FINRA BrokerCheck and SEC IAPD confirms zero standalone brokerage storefronts inside Bristol (32321), Hosford (32334), Telogia (32360), or Sumatra (32335). Seniors in Hosford and Telogia travel 24 miles northeast on SR-267 to Quincy (517 W Jefferson St, (850) 942-9000 — Raymond James advisors Michael L. Nagy, CRD #6185388 and Hieu P. Nguyen, CRD #7949674) or 28–42 miles east on SR-20 into Tallahassee (Raymond James & Associates, CRD #705, 2065 Thomasville Rd, Ste 201, (850) 386-5588 — Lyle J. Floyd, CFP®, and Edward Jones, CRD #250), while Bristol seniors also access David R. Carrel, AAMS™ (Edward Jones CRD #4504669, (850) 482-8505) and Timothy J. Hummel, CFP® (CRD #4561484, (850) 526-1868) via the Blountstown/Marianna corridor.
Who assists Liberty County School District educators, FDOC Liberty Correctional Institution retirees, and county employees with 403(b), 457(b), and FRS DROP rollovers?
Just 4 miles west of Bristol in Blountstown (18946 SR-71 N, Lot 54), Joseph R. Durham is registered with PlanMember Securities Corporation (Firm CRD #11869, Series 6, 26, and 63) for public-school 403(b) and 457(b) accounts, while CFP® fiduciaries Lyle J. Floyd, CFP® ((850) 386-5588), Heather M. Noyes, CFP® (CRD #2823741, (850) 785-9614), and Timothy J. Hummel, CFP® (CRD #4561484, (850) 526-1868) structure tax-free FRS Regular and Special Risk DROP rollovers.
Connect with complementary legal, financial, and residential providers serving seniors in Bristol and Liberty County.
Liberty County Clerk of the Circuit Court & Probate Division (Hon. Daniel 'Danny' Stanley), County Court Bench (Hon. Kenneth L. Hosford / Hon. Christopher D. Bufano), Property Appraiser Cindy W. Walker, CFA & Resident Bristol / Hosford Attorneys (William H. Webster, Esq., Summers Law Firm, P.A. & County Counsel)
Bristol, Liberty County
(850) 643-2215
Bristol (32321) & Immediate Cross-River Blountstown (4 Miles W) USDA Section 515, HUD Section 8 & FHFC LIHTC Subsidized Apartment Inventory — Sutton Creek Apartments (#A07539), Chipola Manor (#A22555) & Fuqua Circle (#FL015000004)
Bristol, Liberty County
(850) 674-4202
Liberty Oaks ALF LLC (Formerly Lake Mystic Assisted Living Facility / Varnum's Rest Home — AHCA #AL6026, 45 LMH Beds in Bristol) & Cross-River Blountstown Assisted Living Network — Rivertown Assisted Living (#AL12439, 30 Beds / 26 OSS) & Rivertown Senior Care (#AL12565, 20 LMH Beds)
Bristol, Liberty County
(850) 643-5155
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Senior Citizen Benefits in Florida →
Coordinating Florida Retirement System (FRS) pensions, DROP lump sums, and Social Security in Liberty County.
Medicare Savings Programs in Florida →
Managing Required Minimum Distributions (RMDs) and bond income to prevent Medicare Part B and Part D IRMAA surcharges.
Centennial Bank — Bristol Branch (Sole In-County FDIC Bank in Liberty County — FDIC #11241, f/k/a Wakulla Bank & C&L Bank of Bristol) & Cross-River Blountstown Banking Hub (PeoplesSouth Bank, Cadence / Regions Bank & Ameris Bank)
Bristol, Liberty County
Calhoun Liberty Credit Union (In-County Bristol Branch & Blountstown HQ — NCUA #67431 / #68493) & Envision Credit Union / Addition Financial (#68173 / #68490) — With First Commerce Credit Union (#68301 / #68385 — Six Pillars CFP® Desk) & First Federal / SunState Credit Union Network
Bristol, Liberty County
SR-20 East (Tallahassee) Fee-Only & Independent SEC-Registered Investment Adviser (RIA) Corridor — Part 2: Capital City Strategic Wealth (Danny Etheridge, CRPC® CRD #6189560, Ben Bowersox, CFP® & Greg Mayes via LPL #6413), Smith Bruer Advisors (#284508), Thomas Howell Ferguson / Sovereign Wealth (#188524), Koss Olinger (#111855), Buckingham (#143323) & Carson Wealth (#155344)
Bristol, Liberty County
Capital City Trust Company (FL OFR Charter #70239 / Sunbiz #P94000090624) & Capital City Bank (FDIC #9622 — Quincy & West Tallahassee SR-20 Corridor) — With Centennial Bank Trust (#11241), Synovus Trust Company, N.A. (FDIC #873) & Hancock Whitney Bank Trust (FDIC #12051 / #12054)
Bristol, Liberty 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.