Ocala Capital LLC
An Independent Firm
Investor Access
 
 

Mission Statement

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

financial advisor image

1396 NE 20th Ave
Suite 600
Ocala, FL 34470
Phone: 352-369-0014
Fax: 352-369-0021

1216 NW 13th St.
Gainesville, FL 32601
Phone: 352-377-6465
Fax: 352-377-6448
Contact Us

Map & Directions

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC
Site Map

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2010 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice