Headquartered in downtown Lake City on North Marion Avenue (US-441) at 248 North Marion Avenue, Suite 101, Lake City, FL 32055, GulfCoast Financial Services, Inc. (Registered Investment Adviser Firm CRD #137201 / SEC File #801-68221; affiliated with broker-dealer Kovack Securities, Inc., Firm CRD #44848, and Kovack Advisors, Inc., SEC File #801-63998) is an independent retirement income, fiduciary wealth management, and tax advisory firm serving North Central Florida seniors since 1993. Founded and led by President and Chief Compliance Officer John Gerson Kuykendall (Individual CRD #2424869, 32+ years of registered advisory experience), the firm provides comprehensive retirement income distribution plans, Florida Retirement System (FRS) DROP and pension rollover analysis, federal FERS/TSP retirement transitions, Required Minimum Distribution (RMD) management, and integrated senior tax preparation.
Official Verification Sources: SEC IAPD Firm Summary — GulfCoast Financial Services, Inc. (CRD# 137201); FINRA BrokerCheck — John Gerson Kuykendall (CRD# 2424869); GulfCoast Financial Services, Inc. Official Website (Lake City)
Issuer: SEC / Florida Office of Financial Regulation / FINRA
Notes: GulfCoast Financial Services, Inc. (Firm CRD #137201) and Kovack Securities, Inc. (Firm CRD #44848) operate at 248 N Marion Ave, Ste 101, Lake City, FL 32055.
Issuer: FINRA BrokerCheck / SEC IAPD
Notes: John Gerson Kuykendall (Individual CRD #2424869, registered since 1993, 32+ years of financial advisory experience) serves as President of GulfCoast Financial Services, Inc. in downtown Lake City.
Factual details and direct answers about GulfCoast Financial Services, Inc. — John G. Kuykendall (Kovack Securities, Inc.)'s services, licensing, and credentials.
Where is GulfCoast Financial Services, Inc. located in Lake City?
GulfCoast Financial Services, Inc. (Firm CRD #137201) is located in downtown Lake City at 248 North Marion Avenue, Suite 101, Lake City, FL 32055, led by President John G. Kuykendall (CRD #2424869).
Does GulfCoast Financial Services integrate tax preparation with retirement planning for Columbia County seniors?
Yes. The firm combines fiduciary investment advisory and retirement rollover planning with in-house income tax preparation, helping retirees coordinate RMDs, pension payouts, and Social Security taxation under one roof.
Connect with complementary legal, financial, and residential providers serving seniors in Lake City and Columbia County.
Three Rivers Legal Services, Inc. — Lake City Regional Office
Lake City, Columbia County
(386) 752-5960
Lakewood I & II Senior Apartments — USDA Section 515 & LIHTC 62+ Senior Apartments
Lake City, Columbia County
(386) 755-4953
The Canopy at Harper Lake (formerly The Heron of Lake City)
Lake City, Columbia County
(386) 344-6985
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Moses Wealth Advisors — Tammy D. Hall, CPA, PFS, Clarence E. Brown III, CFP® & Charles D. Cowen Jr., CPA, CPFA (Raymond James Financial Services)
Lake City, Columbia County
Edward Jones — Robert W. Woodard, CFP®, AAMS™ (Downtown Lake City Branch)
Lake City, Columbia County
Edward Jones — Jones and Dicks Financial Group (Steven C. Jones, CFP® & Abigail C. Dicks)
Lake City, Columbia County
Edward Jones — Steven A. Smith, MBA, CFP® & Jessica Harris (SW Main Blvd Branch)
Lake City, Columbia 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.