Operating on-site inside the **Suncoast Credit Union — Arcadia Branch** (`NCUA Charter #68337`) at 1328 East Oak Street (State Road 70 East), Arcadia, FL 34266 (`(800) 999-5887`), **Suncoast Investment Services** provides DeSoto County credit union members, retired DeSoto County School District teachers, state and county employees, and Peace River Valley families with fiduciary retirement income planning and wealth management. Investment advisory and brokerage services are offered through SEC-registered investment adviser and FINRA/SIPC member **LPL Financial LLC** (`Firm CRD# 6413` / `SEC File #801-10970`, `Florida Sunbiz Doc# M11000000644`) and led at the Arcadia branch by Financial Advisor **Jamison Dale Edlin** (`FINRA/SEC Individual CRD# 5093108`, verified `0` customer dispute, regulatory, or disciplinary disclosures on FINRA BrokerCheck and SEC IAPD). Mr. Edlin assists Arcadia (`34266`), Nocatee (`34268`), and Fort Ogden (`34267`) retirees with Florida Retirement System (FRS) Pension and DROP lump-sum rollovers, 403(b) and 457(b) educator retirement transitions, Traditional and Roth IRA consolidation, fixed and indexed retirement annuities, Required Minimum Distribution (`RMD`) income scheduling, and NCUA-insured share certificate (`CD`) and money market laddering.
Official Verification Sources: FINRA BrokerCheck — Jamison Dale Edlin (CRD# 5093108); Suncoast Credit Union — Suncoast Investment Services (LPL Financial); Suncoast Credit Union — Arcadia Branch (1328 E Oak St)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Verified 2026-10-23: Jamison Dale Edlin (Individual CRD# 5093108, 0 disclosures) is dually registered as a Broker and Investment Adviser Representative with LPL Financial LLC (Firm CRD# 6413, SEC# 801-10970, Sunbiz Doc #M11000000644) serving Suncoast Investment Services at the Suncoast Credit Union Arcadia Branch, 1328 E Oak St, Arcadia, FL 34266.
Issuer: National Credit Union Administration (NCUA) / Florida Office of Financial Regulation
Notes: Suncoast Credit Union (NCUA Charter #68337), Florida's largest credit union founded by educators in 1934, operates its full-service DeSoto County branch at 1328 E Oak St, Arcadia, FL 34266 ((800) 999-5887).
Factual details and direct answers about Suncoast Investment Services — Jamison Dale Edlin (Suncoast Credit Union — Arcadia Branch / LPL Financial)'s services, licensing, and credentials.
Who is the registered financial advisor for Suncoast Investment Services at the Arcadia branch on East Oak Street?
Financial Advisor Jamison Dale Edlin (FINRA/SEC Individual CRD# 5093108, 0 disclosures) serves members at the Suncoast Credit Union Arcadia branch at 1328 E. Oak Street, Arcadia, FL 34266 ((800) 999-5887) through SEC-registered investment adviser and broker-dealer LPL Financial LLC (CRD# 6413 / SEC# 801-10970).
Can DeSoto County School District employees and county retirees roll over their FRS DROP or 403(b) accounts at Suncoast Credit Union in Arcadia?
Yes. Founded by Florida educators in 1934, Suncoast Credit Union (NCUA #68337) and Suncoast Investment Services specialize in helping retiring DeSoto County teachers, school staff, and county workers execute tax-free direct rollovers of FRS DROP payouts, FRS Investment Plan balances, and 403(b)/457(b) accounts into retirement income portfolios or NCUA-insured IRA certificates.
Connect with complementary legal, financial, and residential providers serving seniors in Arcadia and DeSoto County.
J. Cole Brewer, P.A. / Berg, Brewer, Kessler & Mowry, PLLC — Arcadia Office
Arcadia, DeSoto County
(863) 494-4323
Arcadia Housing Authority (HUD PHA FL047) & DeSoto County Social Services / SHIP Housing Program
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(863) 494-4343
Arcadia Oaks Assisted Living (Care Haven Senior Living)
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(863) 993-9760
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Crews Bank & Trust — Wealth Management & Fiduciary Trust Services (Arcadia Main / North & East Branches)
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Hackney, Ames & Reichel, P.A., CPAs — Andrew T. 'Andy' Ames, CPA, CFP®, William A. Hackney, Jr., CPA & Matthew J. Reichel, CPA (Arcadia Office)
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Freedom Financial Group at MIDFLORIDA Credit Union (Arcadia Branch) — Michelle Alexander & Jordan A. LaMarca (Osaic Wealth)
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DeSoto County Farm Bureau Financial & Retirement Services — Paul Christopher Jorgensen (Arcadia Agency)
Arcadia, DeSoto 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.