Six Pillars Financial Advisors, operating from the Thomasville Road Financial Center in Northeast Tallahassee (32308) with an additional presence at Summit East (2073 Summit Lake Dr, 32317), is the dedicated wealth management and retirement planning partner of First Commerce Credit Union (originally founded in 1940 as the Florida State Employees Federal Credit Union). Delivering fiduciary investment advice through SEC-registered Independent Advisor Alliance, LLC (CRD #168267, SEC File #801-78808) and securities via LPL Financial LLC (CRD #6413), Certified Financial Planner™ Terri Gregory Jackson, CFP® (CRD #2611128) and Program Manager Stephen D. Austin (CRD #6381033) specialize in guiding State of Florida agency retirees, Leon County educators, and FSU/FAMU/TSC employees through FRS DROP payouts, Pension vs. Investment Plan decisions, and retirement income distribution.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Independent Advisor Alliance, LLC (CRD #168267); SEC IAPD Individual Profile — Terri Gregory Jackson, CFP® (CRD #2611128); FINRA BrokerCheck Profile — Stephen D. Austin (CRD #6381033); Six Pillars Financial Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-78808; fiduciary RIA platform for Six Pillars Financial Advisors at 3343 Thomasville Road, Tallahassee, FL 32308, alongside LPL Financial LLC (CRD #6413).
Issuer: CFP Board / SEC / FINRA
Notes: Led by Certified Financial Planner™ Theresa 'Terri' Gregory Jackson, CFP® (CRD #2611128) and Program Manager Stephen D. Austin (CRD #6381033).
Factual details and direct answers about Six Pillars Financial Advisors (Independent Advisor Alliance / First Commerce)'s services, licensing, and credentials.
Why is Six Pillars Financial Advisors uniquely experienced with State of Florida and FRS retirees?
Because Six Pillars Financial Advisors serves the membership of First Commerce Credit Union—founded in Tallahassee in 1940 for Florida state employees—advisors Terri Jackson, CFP® (CRD #2611128) and Stephen D. Austin (CRD #6381033) have deep daily experience structuring Florida Retirement System (FRS) DROP rollovers, State 457(b) Deferred Compensation plans, and State Group Health Insurance transitions.
How are advisory services regulated at Six Pillars Financial Advisors in Tallahassee?
Fiduciary investment advisory services are offered through Independent Advisor Alliance, LLC (an SEC-registered Investment Adviser, CRD #168267, SEC File #801-78808), while brokerage services are provided through LPL Financial LLC (CRD #6413).
Where is Six Pillars Financial Advisors located in Tallahassee?
Their primary Tallahassee advisory office is located at 3343 Thomasville Road, Tallahassee, Florida 32308 (just north of I-10 near Timberlane Road), with an additional consultation location at 2073 Summit Lake Drive, Suite 100, Tallahassee, FL 32317.
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