Fiduciary retirement planning and wealth advisory center located inside the Suncoast Credit Union LaBelle Service Center on East Hickpochee Avenue (`SR 80`), served by CERTIFIED FINANCIAL PLANNER™ professional Daniel Clifford 'Danny' King, `CFP®`, `AAMS®` (`FINRA CRD #6192727`, registered through `LPL Financial LLC`, `Firm CRD #6413` / `SEC File #801-10970`; `NCUA Charter #68645` / `Sunbiz Doc# N16000000840`). Specializes in Florida Retirement System (`FRS`) Pension and Investment Plan rollovers for Hendry County School District teachers and municipal retirees, 401(k)/403(b)/IRA income distribution modeling, NCUA-insured share certificate ladders, and trust services via Members Trust Company.
Official Verification Sources: FINRA BrokerCheck — Daniel Clifford King (CRD #6192727); SEC IAPD — LPL Financial LLC / Suncoast Investment Services (CRD #6413 / SEC #801-10970)
Issuer: CFP Board, FINRA, U.S. SEC & National Credit Union Administration (NCUA)
Notes: Daniel Clifford 'Danny' King (CRD #6192727) holds CFP® and AAMS® designations, FINRA Series 7 & Series 66 registrations through LPL Financial LLC (CRD #6413 / SEC #801-10970), and FL DFS 2-15 license. Verified clean regulatory record (0 disclosures).
Factual details and direct answers about Suncoast Credit Union — Suncoast Investment & Retirement Center (LPL Financial) — Danny King, CFP®, AAMS® (LaBelle Branch)'s services, licensing, and credentials.
Does Suncoast Credit Union's LaBelle branch provide access to a CERTIFIED FINANCIAL PLANNER™ (CFP®)?
Yes. Members at the LaBelle Service Center (231 E Hickpochee Ave, LaBelle, FL 33935) have access to Suncoast Investment Services Wealth Advisor Danny King, CFP®, AAMS® (FINRA CRD #6192727, LPL Financial CRD #6413), who holds a clean regulatory record with 0 disclosures.
Can Suncoast Investment Services help Hendry County teachers and county employees with FRS DROP rollovers?
Yes. Suncoast Investment Services extensively serves Florida public educators and county employees transitioning out of the Florida Retirement System (FRS) Pension Plan, DROP, and 403(b)/457(b) deferred compensation plans.
Connect with complementary legal, financial, and residential providers serving seniors in LaBelle and Hendry County.
Steven C. Spence, P.A. (Spence Legal)
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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.