Charleston Financial Advisors LLC
Legal Name: CHARLESTON FINANCIAL ADVISORS, LLC
Full Contact Details
Charleston Financial Advisors LLC
4 NORTH ATLANTIC WHARF, SUITE 200, CHARLESTON, SC
843-722-3331
843-408-4622
Other Info
Charleston Financial Advisors LLC, a South Carolina Limited Liability Company, is a small firm with 4 employees, out of which 3 provide advisory services. Despite its size, the firm has managed to secure approval from the SEC and has been operating since January 4, 2016. With just 10 clients, the firm can provide a personalized touch to its financial advisory services.
Charleston Financial Advisors - Fee-Only Financial Planning, Asset Management, Charleston, SC
Charleston Financial Advisors provides Fee-Only financial planning and asset management services. The firm is staffed with Certified Financial Planners who work with clients to manage investment portfolios and build wealth.
Direct Owners
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DIANE HALL BLACKWELDER
PRINCIPAL owns more than 50% but less than 75%
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MYLES BURDELL BRANDT
PRINCIPAL owns more than 50% but less than 75%
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WILLIAM CHANDLER PREWITT
CHIEF COMPLIANCE OFFICER owns less than 5%