| Raymond James & Associates |
28 Bridgeside Blvd #203, Mt Pleasant, SC 29464 |
|
84341xxxx3 |
aar************@r***********.com |
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| Ryan Mentnech - TD Wealth Financial Advisor |
504 Folly Rd, Charleston, SC 29412 |
|
84367xxxx4 |
ank***********@t*.com |
5.01 |
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842131 |
3438 |
844155 |
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| Merrill Lynch Financial Advisor Paul R Vannatta |
75 Port City Lndg Suite 500, Mt Pleasant, SC 29464 |
|
84380xxxx3 |
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| Steven Breen - Financial Advisor, Ameriprise Financial Services, LLC |
40 Calhoun St Ste 550, Charleston, SC 29401 |
|
84393xxxx2 |
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| Capasso Planning Partners |
409 King St Suite 300, Charleston, SC 29403 |
|
84360xxxx7 |
cha****@c**********************.com |
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55 |
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| Livswell |
77 Grove St, Charleston, SC 29403 |
|
84340xxxx4 |
eri*@l*******.com |
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176 |
11 |
180 |
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| Edward Jones - Financial Advisor: Jan B Kuha |
7944 Dorchester Rd #1, North Charleston, SC 29418 |
|
84376xxxx0 |
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| Jamie O'Brien - Branch Manager, Ameriprise Financial Services, LLC |
40 Calhoun St Ste 550, Charleston, SC 29401 |
|
84393xxxx0 |
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| Gillen Wealth Management, LLC |
125 Wappoo Creek Dr, Charleston, SC 29412 |
|
84329xxxx5 |
lyn*****@g*******.com |
5 |
1 |
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| Charleston Financial Advisors |
4 N Atlantic Wharf Ste 200, Charleston, SC 29401 |
|
18437xxxxx1 |
adm**@c******************.net |
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| WFS Financial Inc |
4401 Belle Oaks Dr # 430, Charleston, SC 29405 |
|
84374xxxx1 |
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| Auggie Ortega - Ameriprise Financial Services, Inc. |
4000 Faber Pl Dr #319, North Charleston, SC 29405 |
|
84332xxxx1 |
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| Janney Montgomery Scott |
111 Coleman Blvd Ste 403, Mt Pleasant, SC 29464 |
|
84393xxxx0 |
aal******@j*****.com |
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1589 |
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| American Pensions |
2430 Mall Dr #360, North Charleston, SC 29406 |
|
84388xxxx2 |
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| First Command Financial Advisor - Jack Hutson |
7301 Rivers Ave Ste 230, North Charleston, SC 29406 |
|
84382xxxx9 |
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| Lighthouse Wealth Advisors of Charleston |
1032 Savannah Hwy, Charleston, SC 29407 |
|
84327xxxx4 |
ali*****@l***********************************.com |
5 |
3 |
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76 |
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77 |
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| Commonwealth Financial Group Inc |
225 Seven Farms Drive, Charleston, SC 29492 |
|
84388xxxx5 |
aar***********@c*************.com |
4.3 |
11 |
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116 |
2 |
142 |
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| Lowcountry Financial Group |
2036 Ewall St, Mt Pleasant, SC 29464 |
|
84388xxxx5 |
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| Objectivity Squared |
701 E Bay St, Charleston, SC 29403 |
|
84321xxxx5 |
ale*@o*****************.com |
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| Karyn Cavanaugh - Financial Advisor, Ameriprise Financial Services |
497 Bramson Ct Unit 101A, Mount Pleasant, SC 29464 |
|
84349xxxx5 |
ann*********@a***.com |
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530 |
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| Edward Jones - Financial Advisor: Michael G Johnson Jr |
2875 Ashley River Rd Suite 2, Charleston, SC 29414 |
|
84376xxxx8 |
a.j*********@e**********.com |
5 |
2 |
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22 |
81454 |
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91197 |
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| WSW Financial LLC |
3 Henrietta St, Charleston, SC 29403 |
|
84369xxxx8 |
bi**@w***********.com |
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| Jay Sharp - Financial Advisor, Ameriprise Financial Services |
709 Long Point Rd Ste A, Mt Pleasant, SC 29464 |
|
84397xxxx2 |
jam**********@a***.com |
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| Edward Jones - Financial Advisor: Katherine Ponder |
8983 University Blvd Suite 102, North Charleston, SC 29406 |
|
84386xxxx2 |
acc**********@e**********.com |
5 |
2 |
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88223 |
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101000 |
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| United Bank |
288 Meeting St, Charleston, SC 29401 |
|
84397xxxx9 |
abb*********@b*************.com |
5 |
2 |
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23 |
19534 |
402 |
19807 |
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| Southern Finance |
946 Orleans Rd Unit F-6, Charleston, SC 29407 |
|
84357xxxx4 |
aar*********@h*************.com |
4.8 |
80 |
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1088 |
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| Northwestern Mutual |
525 E Bay St Ste 201, Charleston, SC 29403 |
|
84345xxxx6 |
soc***@n*****************.com |
5 |
2 |
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107383 |
16352 |
108000 |
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| Mutual of Omaha Reverse Mortgage |
78 Ashley Point Dr Suite 101, Charleston, SC 29407 |
|
84367xxxx2 |
inf*@m************.com |
5 |
1 |
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1388 |
6 |
1500 |
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| Loomis |
1941 Savage Rd, Charleston, SC 29407 |
|
84376xxxx3 |
loo***@u*.loomis |
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| Dunes Financial Group - Ameriprise Financial Services, LLC |
3015 Dunes W Blvd Ste 501, Mt Pleasant, SC 29466 |
|
84365xxxx6 |
dai**********@a***.com |
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| Beacon Pointe Advisors |
103 Palm Blvd Unit 2-D, Isle of Palms, SC 29451 |
|
86423xxxx8 |
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| Fintrust Investment Advisors |
57 Queen St, Charleston, SC 29401 |
|
84362xxxx2 |
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| Fidelity Investments |
75 Port City Lndg #410, Mt Pleasant, SC 29464 |
|
83399xxxx0 |
cop***********@f**.com |
3.9 |
7 |
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330204 |
|
354000 |
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| Financial Advisor: Eddie Guidry |
147 Wappoo Creek Dr #602, Charleston, SC 29412 |
|
84387xxxx5 |
aar******@k********.com |
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| Morgan Stanley Financial Advisors |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx0 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Donna O Mathias |
620 Long Point Rd Unit B, Mt Pleasant, SC 29464 |
|
84321xxxx3 |
a.j*********@e**********.com |
5 |
1 |
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| Financial Freedom Advisors |
656 Coleman Blvd UNIT 103, Mt Pleasant, SC 29464 |
|
84335xxxx7 |
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| Rocky Cassone - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx3 |
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| Edward Jones - Financial Advisor: McClain King |
2245-A Ashley Crossing Dr, Charleston, SC 29414 |
|
84376xxxx8 |
a.j*********@e**********.com |
4 |
2 |
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88222 |
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101000 |
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| Haynsworth Sinkler Boyd PA |
134 Meeting St Suite 300, Charleston, SC 29401 |
|
84372xxxx6 |
hel*****@h*********.com |
4.3 |
6 |
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556 |
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615 |
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| Regions Bank |
170 Meeting St, Charleston, SC 29401 |
|
84332xxxx0 |
ask*******@r******.com |
4.5 |
18 |
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292172 |
4691 |
293000 |
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| Taylor & Associates |
171 Church St, Charleston, SC 29401 |
|
84372xxxx0 |
sal*********@t***********.com |
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| Raymond James & Associates |
360 Concord St #210, Charleston, SC 29403 |
|
84372xxxx0 |
aar************@r***********.com |
3.7 |
3 |
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16985 |
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| The Kenney Law Firm, LLC |
4000 Faber Pl Dr #300, Charleston, SC 29405 |
|
84372xxxx7 |
jim@w******************.com |
5 |
1 |
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| Palmetto Accounting |
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|
84360xxxx8 |
inf*@p*****************.net |
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| KD Capital Management, LLC |
111 Ashley Ave, Charleston, SC 29401 |
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inf*@k**********.com |
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| Victoria Capital Management, Inc. |
211 King St #106, Charleston, SC 29401 |
|
84334xxxx4 |
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5 |
2 |
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| Raymond James Financial Services |
4 Carriage Ln 400 G, Charleston, SC 29407 |
|
84378xxxx7 |
aar************@r***********.com |
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|
17507 |
|
18000 |
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| Merrill Lynch Financial Advisor Patrick Peterson |
75 Port City Lndg, Mt Pleasant, SC 29464 |
|
84380xxxx9 |
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| BlueChip M & A |
116 Church St, Charleston, SC 29401 |
|
84329xxxx7 |
blu*****@b*********.com |
4.2 |
5 |
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| Dinosaur Dog |
Charleston, SC 29401 |
|
84341xxxx2 |
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| Christopher Kauker - Financial Advisor, Ameriprise Financial Services, LLC |
75 Port City Lndg Ste 110, Mt Pleasant, SC 29464 |
|
84335xxxx7 |
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| Raymond James |
4 Carriage Ln, Charleston, SC 29407 |
|
84378xxxx7 |
aar************@r***********.com |
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|
17024 |
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| Bank of America (with Drive-thru services) |
540 Folly Rd, Charleston, SC 29412 |
|
84341xxxx7 |
|
2 |
38 |
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| Coastal Wealth Advisors, LLC |
3464 Maybank Hwy unit e, Johns Island, SC 29455 |
|
84387xxxx8 |
jus*****@c********************.com |
5 |
2 |
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|
266 |
87 |
273 |
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| Berkadia |
207 E Bay St, Charleston, SC 29401 |
|
84362xxxx5 |
ber*****************************@b*******.com |
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5 |
27 |
1268 |
58 |
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| Edward Jones - Financial Advisor: Joe Hauhn |
2770 Maybank Hwy Ste C, Johns Island, SC 29455 |
|
84355xxxx5 |
acc**********@e**********.com |
4.2 |
5 |
|
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|
88223 |
|
101000 |
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| Synovus Bank |
158 Meeting St, Charleston, SC 29401 |
|
88879xxxx7 |
car****@s******.com |
3.7 |
6 |
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9015 |
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9700 |
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| George DebnamJr - Raymond James |
360 Concord St Suite 210, Charleston, SC 29401 |
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84372xxxx0 |
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| David C Bunce - Private Wealth Advisor, Ameriprise Financial Services, LLC |
40 Calhoun St Ste 550, Charleston, SC 29401 |
|
84393xxxx9 |
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| Merrill Lynch Financial Advisor Frank Frazier |
75 Port City Landng, Mt. Pleasant, SC 29464 |
|
84380xxxx0 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Dana L Fletcher, CFP® |
4151 Spruill Ave Suite 150, North Charleston, SC 29405 |
|
84327xxxx1 |
a.j*********@e**********.com |
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| Merrill Lynch Financial Advisor Josh Strimple |
75 Port City Lndg Suite 500, Mt Pleasant, SC 29464 |
|
84380xxxx8 |
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| Charleston Investment Advisors |
1311 Chuck Dawley Blvd STE 101, Mt Pleasant, SC 29464 |
|
84376xxxx9 |
esm***@c***********.com |
5 |
1 |
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320 |
11 |
332 |
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| Edward Jones - Financial Advisor: Ross K Evans |
966 Houston Northcutt Blvd Ste J, Mount Pleasant, SC 29464 |
|
84377xxxx6 |
and*******@c*************.ca |
5 |
2 |
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| Terri Murray - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx2 |
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| Bank of America (with Drive-thru ATM) |
200 Meeting St STE 100, Charleston, SC 29401 |
|
84372xxxx9 |
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2.6 |
20 |
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| Cummings Wealth Management Group |
1275 Ben Sawyer Blvd, Mt Pleasant, SC 29464 |
|
84388xxxx8 |
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| Thomas Gallant - Associate Financial Advisor, Ameriprise Financial Services, LLC |
3015 Dunes W Blvd Ste 501, Mt Pleasant, SC 29466 |
|
84365xxxx6 |
cha*************@a***.com |
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| Merrill Lynch Financial Advisor Laura H Clark |
75 Port City Lndg, Mt Pleasant, SC 29464 |
|
84380xxxx8 |
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| Jones Trading |
360 Concord St # 202, Charleston, SC 29401 |
|
84372xxxx1 |
abr*****@j***********.com |
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| Twenty Fifty Capital |
159 Civitas St Suite 209, Mt Pleasant, SC 29464 |
|
32129xxxx3 |
adv****@t*****************.com |
5 |
11 |
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137 |
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| TeamLogic IT |
215 E Bay St Suite 500-E, Charleston, SC 29401 |
|
84382xxxx3 |
aab****@t**********.com |
4.7 |
16 |
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81 |
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| Edward Jones - Financial Advisor: Darren Wilson |
White Hall Center, 5401 Netherby Ln Ste 102, North Charleston, SC 29420 |
|
84355xxxx1 |
a.j*********@e**********.com |
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| Hall Financial Group |
170 Meeting St #110, Charleston, SC 29401 |
|
76048xxxx9 |
bob@a********.net |
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| Apollon Wealth Management Charleston |
2 Wharfside St Unit 2-0, Charleston, SC 29401 |
|
84357xxxx8 |
inf*@a************.com |
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285 |
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| Bank of America ATM (Drive-thru) |
540 Folly Rd, Charleston, SC 29412 |
|
84440xxxx0 |
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| Active Lifestyle Financial Planning |
413 Planters Trace Dr, Charleston, SC 29412 |
|
84322xxxx8 |
fir**@a*******************************.com |
4.4 |
7 |
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4.5 |
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| Holy City Prosperity |
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87091xxxx6 |
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5 |
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| Edward Jones - Financial Advisor: Hannah L Richardson, CFP® |
895 Island Park Dr Suite A2, Daniel Island, SC 29492 |
|
84385xxxx9 |
a.j*********@e**********.com |
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76 |
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| Hutto, Preston & Associates, LLC |
157 E Bay St, Charleston, SC 29401 |
|
84357xxxx8 |
apr*****@h***********.com |
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85 |
6 |
94 |
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| NBSC |
Charleston, SC 29401 |
|
84372xxxx6 |
ada******@s******.com |
3.7 |
6 |
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8668 |
|
9353 |
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| MG Private Financial Group - Ameriprise Financial Services, LLC |
259 Seven Farms Drive Ste 200, Daniel Island, SC 29492 |
|
84337xxxx0 |
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| Hines Wealth Management, LLC |
125 Wappoo Creek Dr Bldg. E Ste. 101A, Charleston, SC 29412 |
|
88867xxxx7 |
ehh****@h**********.com |
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1158 |
|
1100 |
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| Heather Eberlin - State Farm Insurance Agent |
1954 Ashley River Rd Ste J Charleston, SC 29407 |
|
84393xxxx0 |
hea****@h***************.com |
5 |
336 |
5 |
7 |
5 |
111 |
805 |
190 |
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| Goldman Sachs Personal Financial Management |
170 Meeting St, Charleston, SC 29401 |
|
40484xxxx5 |
gsp********@g*.com |
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17 |
10431 |
|
10915 |
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| JAB Custom Tailored Financial Planning |
Summerville, SC 29486 |
|
84347xxxx4 |
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| Merrill Lynch Financial Advisor Costa T Chakeris |
75 Port City Lndg Suite 500, Mt Pleasant, SC 29464 |
|
84380xxxx6 |
bri************@b***.com |
5 |
1 |
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| Questis |
176 Croghan Spur Rd, Charleston, SC 29407 |
|
85584xxxx3 |
hel**@q******.co |
5 |
9 |
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| R & R Financial Planners Inc |
Goose Creek, SC 29445 |
|
84379xxxx9 |
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| Synovus Securities Inc |
158 Meeting St, Charleston, SC 29401 |
|
84372xxxx4 |
aar*******************@s******.com |
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9067 |
|
9800 |
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| Jeffrey Malott - Thrivent |
4400 Melanie Ct, North Charleston, SC 29418 |
|
84381xxxx9 |
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| Edward Jones - Financial Advisor: Duncan W Tyson III |
244 A Calhoun St, Charleston, SC 29401 |
|
84357xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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175 |
|
175 |
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| Millenium Private Wealth |
225 Seven Farms Drive Suite 300, Charleston, SC 29492 |
|
84347xxxx0 |
bur***@m***********.com |
3.7 |
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| Coastal Strategic Capital |
115 Fairchild St Suite 320, Charleston, SC 29492 |
|
84347xxxx0 |
all**@c**********************.com |
5 |
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| Grier Williford - Raymond James |
360 Concord St Suite 210, Charleston, SC 29401 |
|
84372xxxx0 |
gri************@r***********.com |
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| Jackson Financial Services LLC |
1311 Chuck Dawley Blvd #103, Mt Pleasant, SC 29464 |
|
84388xxxx4 |
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| SIB Fixed Cost Reduction |
796 Meeting St, Charleston, SC 29403 |
|
84328xxxx7 |
aar***@a*******.com |
3 |
8 |
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57 |
8 |
62 |
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| Kirk D Miller - Financial Advisor, Ameriprise Financial Services |
75 Port City Lndg Ste 110, Mount Pleasant, SC 29464 |
|
84335xxxx7 |
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| Tandem Investment Advisors |
145 King St STE 400, Charleston, SC 29401 |
|
84372xxxx3 |
aci****@t*************.com |
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| Creative Planning |
701 E Bay St #305, Charleston, SC 29403 |
|
84360xxxx7 |
a.j******@c***************.com |
5 |
5 |
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6 |
6097 |
70 |
6917 |
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| Edward Jones - Financial Advisor: Louis C Tick |
11 Gamecock Ave Ste 1102, Charleston, SC 29407 |
|
84357xxxx7 |
a.j*********@e**********.com |
5 |
2 |
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|
| Bank of America (with Drive-thru ATM) |
901 Savannah Hwy, Charleston, SC 29407 |
|
84372xxxx0 |
don************@m*.com |
3.5 |
13 |
|
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1 |
2841185 |
|
2791079 |
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| Rachel S. Parker |
152 E Bay St, Charleston, SC 29401 |
|
84332xxxx0 |
fcb******@f************.com |
|
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|
11579 |
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| MG Private Financial Group - Ameriprise Financial Services |
259 Seven Farms Dr Ste 200, Daniel Island, SC 29492 |
|
84337xxxx0 |
bec*********@a***.com |
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| Truist |
174 Meeting St STE 450, Charleston, SC 29401 |
|
84372xxxx8 |
|
2.1 |
10 |
|
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|
355286 |
|
359000 |
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| Sweetgrass Financial Planning |
Mount Pleasant, SC |
|
84360xxxx1 |
dan***@s***********.com |
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5 |
1 |
| L and H Merchant Services AKA Dezba |
164 Market St, Charleston, SC 29401 |
|
84336xxxx8 |
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| Dan Parker - Raymond James |
360 Concord St Suite 210, Charleston, SC 29401 |
|
84372xxxx0 |
aar************@r***********.com |
|
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|
16934 |
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| Ewing Bellamy Group - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx0 |
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| Kathy Landing - Raymond James |
28 Bridgeside Blvd Suite 203, Mt Pleasant, SC 29464 |
|
84341xxxx3 |
|
2 |
1 |
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| Atalaya Capital |
96 Broad St, Charleston, SC 29401 |
|
84378xxxx9 |
|
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| Edward Jones - Financial Advisor: Michael E Avant |
405 W 5th N St Suite #B, Summerville, SC 29483 |
|
84382xxxx3 |
a.j*********@e**********.com |
5 |
4 |
|
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|
82922 |
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| Rogers Tax Advisory Group |
4000 Faber Pl Dr Suite 300, Charleston, SC 29405 |
|
84355xxxx4 |
gre**@a**************.com |
5 |
23 |
|
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|
886 |
3 |
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| Sutherland Financial Services |
1535 Sam Rittenberg Blvd # B, Charleston, SC 29407 |
|
84340xxxx4 |
cwe****@c*************.com |
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| Steve Potter - Ameriprise Financial Services, LLC |
40 Calhoun St Ste 550, Charleston, SC 29401 |
|
84393xxxx8 |
lis*******@a***.com |
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119 |
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119 |
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| Edward Jones - Financial Advisor: Daniel Perlmutter |
11 Gamecock Ave Ste 1102, Charleston, SC 29407 |
|
84357xxxx7 |
a.j*********@e**********.com |
5 |
1 |
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22 |
81454 |
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91197 |
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| Steve Potter - Financial Advisor, Ameriprise Financial Services, LLC |
40 Calhoun St Ste 550, Charleston, SC 29401 |
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84393xxxx8 |
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| Sutherland Werden Financial Services |
1040 Ewall St, Mt Pleasant, SC 29464 |
|
84340xxxx4 |
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| Detterbeck Wealth Management |
159 Civitas St Suite 100, Mt Pleasant, SC 29464 |
|
84357xxxx3 |
alo**@d*****.com |
5.01 |
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| Harbor Financial Group |
51 State St, Charleston, SC 29401 |
|
84372xxxx4 |
ben***@h*********************.com |
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237 |
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| SouthStar Capital, LLC |
840 Lowcountry Blvd, Mt Pleasant, SC 29464 |
|
80076xxxx1 |
ada*****@s***************.com |
4.6 |
75 |
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1527 |
24 |
1400 |
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| Michael McCray Williamson |
182 Meeting St, Charleston, SC 29401 |
|
84321xxxx2 |
fcb******@f************.com |
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12810 |
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14000 |
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| Shannon Baker and Associates, LLC. |
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84327xxxx7 |
sup****@g*****.com |
4.4 |
14 |
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215141 |
|
1257757 |
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| Elwood & Goetz Wealth Advisory Group |
656 Ellis Oak Ave Suite 114, Charleston, SC 29412 |
|
84348xxxx9 |
ald**@e**********.com |
4.47 |
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174 |
9 |
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| Black Dog Financial Planning |
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84380xxxx5 |
mic****@b*********.com |
5 |
1 |
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| Mainsheet Financial Solutions |
1630 Meeting Street Rd Suite 105, Charleston, SC 29405 |
|
84362xxxx0 |
agi******@m*********.com |
5 |
1 |
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49 |
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| Fairway Financial Services LLC |
Charleston, SC 29405 |
|
84330xxxx3 |
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| Kingsview Asset Management |
147 Wappoo Creek Dr #602, Charleston, SC 29412 |
|
84387xxxx5 |
aar******@k********.com |
5 |
1 |
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| Baird Private Wealth Management |
25 Calhoun St Suite 200, Charleston, SC 29401 |
|
86679xxxx1 |
ckn******@r******.com |
3.3 |
3 |
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8184 |
962 |
8700 |
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| Carolyn Hash - Raymond James |
28 Bridgeside Blvd Suite 203, Mt Pleasant, SC 29464 |
|
84341xxxx3 |
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| Bowen Wealth |
497 Bramson Ct # 102, Mt Pleasant, SC 29464 |
|
84320xxxx0 |
inf*@b**********.com |
5 |
2 |
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329 |
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| Coastal Wealth Management |
300 W Coleman Blvd #204, Mt Pleasant, SC 29464 |
|
84338xxxx0 |
byr**@c********.com |
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61 |
5 |
60 |
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| Opportunity Business Loans |
115 Meeting St #174, Charleston, SC 29401 |
|
85596xxxx3 |
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5 |
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| Blue Granite Capital LLC |
215 E Bay St #202c, Charleston, SC 29401 |
|
84372xxxx0 |
dan***@b*****************.com |
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| Singular Private Wealth, PC |
40 Calhoun St, Charleston, SC 29401 |
|
87774xxxx2 |
bea*@s**.expert |
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2 |
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2 |
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| Beacon Community Bank |
578 E Bay St Suite D, Charleston, SC 29403 |
|
84399xxxx0 |
bri**@b*****.bank |
4.6 |
34 |
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955 |
13 |
1000 |
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| Alderman, Laney & O'Brien - Ameriprise Financial Services |
40 Calhoun St Ste 550, Charleston, SC 29401 |
|
84393xxxx1 |
bra*******@a***.com |
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42 |
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| Embrace Home Loans-South Carolina - Charleston |
170 Meeting St Suite 110, Charleston, SC 29401 |
|
30187xxxx8 |
aau***@e***************.com |
4.6 |
26 |
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5668 |
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| J Benjamin Financial |
757 Johnnie Dodds Blvd Suite 101, Mt Pleasant, SC 29464 |
|
84335xxxx2 |
inf*@j*****************.com |
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| ACT Advisors |
6650 Rivers Ave, Charleston, SC 29406 |
|
84326xxxx2 |
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| Sherman Financial & Wealth Management |
186 Seven Farms Drive, Charleston, SC 29492 |
|
84358xxxx5 |
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| Edward Jones - Financial Advisor: Bill Rader, CFP®|AAMS™ |
577 Meeting St Suite 100, Charleston, SC 29403 |
|
84376xxxx5 |
a.j*********@e**********.com |
5 |
3 |
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| Affluence Financial Group |
1 Cool Blow St #321, Charleston, SC 29403 |
|
84395xxxx0 |
inf*@a*****************.com |
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| Charles Burdette - Tiaa Wealth Management Advisor |
170 Meeting St Ste 200, Charleston, SC 29401 |
|
87753xxxx0 |
acc******************@t***.org |
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90557 |
454 |
91496 |
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| Don Alderman - Financial Advisor, Ameriprise Financial Services, LLC |
40 Calhoun St, Ste 550, Charleston, SC 29401 |
|
84393xxxx9 |
bra*******@a***.com |
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| PGI Financial Services |
2467 Savannah Hwy Suite 520, Charleston, SC 29414 |
|
84328xxxx0 |
pgi*******************@g****.com |
5 |
20 |
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|
121 |
14 |
129 |
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| Edward Jones - Financial Advisor: Abigail R Capasso, CRPC™ |
1739 D, Maybank Hwy, Charleston, SC 29412 |
|
84376xxxx5 |
a.j*********@e**********.com |
5 |
2 |
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| Merrill Lynch Wealth Management |
75 Port City Lndg, Mt Pleasant, SC 29464 |
|
84380xxxx0 |
ale*********@m*.com |
4.4 |
5 |
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| Nicholson Wealth Management Group |
8 N Adgers Wharf, Charleston, SC 29401 |
|
84379xxxx5 |
bet**@n***********.com |
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4.5 |
|
| Justin Gore - Financial Advisor, Ameriprise Financial Services |
259 Seven Farms Dr Ste 200, Daniel Island, SC 29492 |
|
84337xxxx0 |
bec*********@a***.com |
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| Robert Shoff New York Life Partner |
200 Meeting St #401, Charleston, SC 29401 |
|
84357xxxx9 |
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| Runey & Associates Wealth Management |
761 Coleman Blvd Suite E, Mt Pleasant, SC 29464 |
|
84365xxxx1 |
inf*@r********.com |
5 |
39 |
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|
100 |
|
108 |
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| G.R.I.G Wealth Management. |
4000 Faber Pl Dr, North Charleston, SC 29405 |
|
84327xxxx9 |
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| Apollon Wealth Management, Llc |
835 Coleman Blvd #102, Mt Pleasant, SC 29464 |
|
84357xxxx8 |
|
5 |
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| Stifel |
174 Meeting St STE 400, Charleston, SC 29401 |
|
84341xxxx0 |
abb****@s*****.com |
|
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|
4843 |
|
5300 |
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| Kaizen Wealth Management, LLC |
41 State St, Charleston, SC 29401 |
|
21236xxxx0 |
dde***@k*******.com |
5 |
3 |
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184 |
3 |
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| Andrew Smith, Wells Fargo |
320 Broad St 4th Floor, Charleston, SC 29401 |
|
84372xxxx6 |
and***********@w*********.com |
1 |
1 |
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|
189260 |
|
190454 |
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| Kurt Killingsworth - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx6 |
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| Oak Street Advisors, Financial Planners |
222 W Coleman Blvd Ste 104, Mt Pleasant, SC 29464 |
|
18439xxxxx8 |
adm**@o**********.com |
4.7 |
15 |
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1 |
6 |
1 |
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| Merrill Lynch Wealth Management |
200 Meeting St, Charleston, SC 29401 |
|
84372xxxx4 |
ale*********@m*.com |
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| McGuire Co Financial Planners |
171 Church St Ste 360 Charleston, SC 29401 |
|
84357xxxx3 |
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| Brad Tapscott - Private Wealth Advisor, Ameriprise Financial Services |
259 Seven Farms Dr Ste 200, Daniel Island, SC 29492 |
|
84328xxxx7 |
ang*************@a***.com |
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|
| Edward Jones - Financial Advisor: Richard Horne, CFP® |
441 Meeting St ste d, Charleston, SC 29403 |
|
84372xxxx5 |
a.j*********@e**********.com |
|
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|
88222 |
|
101000 |
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|
| Thrivent Financial - Charleston |
4104 Chimney Springs Ct, North Charleston, SC 29420 |
|
84386xxxx0 |
c50*****************************@s*****.io |
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|
| Church Street Financial Management, LLC |
171 Church St #330, Charleston, SC 29401 |
|
84361xxxx2 |
jst********@c**************.com |
5.03 |
|
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|
| Ryan Mentnech - TD Wealth Financial Advisor |
586 E Bay St, Charleston, SC 29403 |
|
84367xxxx4 |
bev*************@t*.com |
|
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|
627 |
844797 |
3951 |
846944 |
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|
| Bank of America (with Drive-thru services) |
1806 Sam Rittenberg Blvd, Charleston, SC 29407 |
|
84372xxxx1 |
|
1.9 |
58 |
|
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|
| Bank of America Private Client Advisor Matthew J Bride |
200 Meeting St, Charleston, SC 29401 |
|
84341xxxx5 |
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|
| Carolina Capital Management |
260 W Coleman Blvd suite c, Mt Pleasant, SC 29464 |
|
84341xxxx2 |
cho**@c****.net |
4.2 |
5 |
|
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|
| Alderman, Laney & O'Brien - Ameriprise Financial Services, LLC |
40 Calhoun St Ste 550, Charleston, SC 29401 |
|
84393xxxx1 |
|
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| Gray Sail Financial | Advisors, Planning, and Wealth Management |
2036 Ewall St, Mt Pleasant, SC 29464 |
|
84328xxxx3 |
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| Aaron Watkins - Financial Advisor, Ameriprise Financial Services, LLC |
259 Seven Farms Drive Ste 200, Daniel Island, SC 29492 |
|
84347xxxx2 |
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5 |
1 |
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| Justin Gore - Financial Advisor, Ameriprise Financial Services, LLC |
259 Seven Farms Drive Ste 200, Daniel Island, SC 29492 |
|
84337xxxx0 |
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| Edward Jones - Financial Advisor: Zlati Matushev |
557 Savannah Hwy, Charleston, SC 29407 |
|
84376xxxx3 |
a.j*********@e**********.com |
5 |
2 |
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85 |
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| Universal Financial Corporation |
171 Church St # 120, Charleston, SC 29401 |
|
84357xxxx4 |
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| Edward Jones - Financial Advisor: Charles J Williams Jr |
354 Folly Rd Suite 2, Charleston, SC 29412 |
|
84379xxxx8 |
a.j*********@e**********.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Thomas E Furse, CFP® |
1226A Yeamans Hall Rd, Hanahan, SC 29410 |
|
84356xxxx7 |
a.j*********@e**********.com |
5 |
4 |
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22 |
81458 |
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91204 |
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| LPL Financial |
105 S Cedar St suite d, Summerville, SC 29483 |
|
84337xxxx4 |
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| Homeowners Financial Group |
880 Whipple Rd Ste 200, Mount Pleasant, SC 29464 |
|
84320xxxx5 |
aar**@h***********.com |
5 |
6 |
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| Kerrick Keenan |
126 Seven Farms Drive, Charleston, SC 29492 |
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| Charleston Financial Planning Consultants |
133 Jakes Ln, Mt Pleasant, SC 29464 |
|
84327xxxx7 |
dne****@c***********.com |
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71 |
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71 |
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| John Winthrop & Co |
1 N Adgers Wharf # B, Charleston, SC 29401 |
|
84372xxxx8 |
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| Monica Jaramillo Tatis - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx8 |
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| Charleston Wedding Planner | Mike Winship | Charleston SC |
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|
84344xxxx9 |
mik*********@g****.com |
5 |
122 |
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873 |
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| Commonwealth Financial Group |
225 Seven Farms Dr Ste 106, Charleston, SC 29492 |
|
84388xxxx5 |
a@c*************.com |
4.3 |
11 |
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94 |
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4 |
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| Harbour Corporate and Private Wealth Management Group |
126 Seven Farms Drive Ste 150, Charleston, SC 29492 |
|
84337xxxx8 |
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| South State Investment Services |
1309 Sam Rittenberg Blvd, Charleston, SC 29407 |
|
84371xxxx4 |
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| Veris | The Proactive CPA |
632 St Andrews Blvd Charleston, SC 29407 |
|
84326xxxx0 |
chr*******@v*******.com |
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374 |
47 |
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| Buckingham Strategic Wealth |
1240 Winnowing Way Suite 102, Mt Pleasant, SC 29466 |
|
90895xxxx1 |
adm**@b****************.com |
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519 |
3 |
604 |
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| Coastal College Planning |
Mount Pleasant, SC 29464 |
|
84344xxxx0 |
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| Carolinas Wealth Management - Ameriprise Financial Services, LLC |
497 Bramson Ct Ste 101-A, Mt Pleasant, SC 29464 |
|
80094xxxx6 |
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| Edelman Financial Engines |
4401 Leeds Ave Ste 225, North Charleston, SC 29405 |
|
83375xxxx3 |
aar*******@e**********************.com |
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37 |
18110 |
8 |
19293 |
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| Nicholas Financial, Inc. |
2048 Sam Rittenberg Blvd, Charleston, SC 29407 |
|
84340xxxx1 |
aad**@n****************.com |
2.6 |
5 |
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331 |
7 |
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| Atlantic Coast Asset Management |
212 1/2, 212 King St, Charleston, SC 29401 |
|
84372xxxx5 |
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| Breakaway Financial Group LLC |
887 Johnnie Dodds Blvd #213, Mt Pleasant, SC 29464 |
|
84356xxxx4 |
|
5 |
11 |
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475 |
|
484 |
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| FloaterFunds |
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|
84329xxxx8 |
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| Premier Wealth Partners |
295 Seven Farms Drive Suite 201, Charleston, SC 29492 |
|
84350xxxx8 |
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| Oak Street Advisors |
222 W Coleman Blvd #115, Mt Pleasant, SC 29464 |
|
84390xxxx8 |
adm**@o**********.com |
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222 |
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223 |
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| Money Concepts, LLC |
2040 Ewall St, Mt Pleasant, SC 29464 |
|
84328xxxx8 |
abi****@m************.com |
1 |
1 |
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70792 |
946 |
70456 |
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| Joe Landing - Raymond James |
28 Bridgeside Blvd Ste 203, Mount Pleasant, SC 29464 |
|
84341xxxx3 |
aar************@r***********.com |
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| Chris Moss CPA Financial Planner |
210 Wingo Way, Mt Pleasant, SC 29464 |
|
84376xxxx0 |
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| Consolidated Planning |
1036 Lansing Dr Ste 200, Mt Pleasant, SC 29464 |
|
84388xxxx8 |
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| Taylor Wootton - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx3 |
acm***********@m************.com |
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| Saos Capital, LLC |
410 Mill St Suite 107, Mt Pleasant, SC 29464 |
|
84338xxxx5 |
aul***@s**********.com |
5 |
1 |
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| Wells Fargo Advisors |
320 Broad St, Charleston, SC 29401 |
|
84372xxxx0 |
fra**********@w*********.com |
5 |
2 |
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64 |
189260 |
|
190454 |
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| TIAA Financial Services |
170 Meeting St Suite 200, Charleston, SC 29401 |
|
87753xxxx0 |
cha**********@t***.org |
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|
90955 |
535 |
91000 |
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| Charleston Wealth Advisors |
806 Johnnie Dodds Blvd #202, Mt Pleasant, SC 29464 |
|
84362xxxx2 |
mma******@c***************.com |
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| Palmetto Coast Wealth Management |
3520 W Montague Ave #204, North Charleston, SC 29418 |
|
84364xxxx0 |
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| Edward Jones - Financial Advisor: Samuel Myers, CRPS™ |
2000 Sam Rittenberg Blvd Suite 128, Charleston, SC 29407 |
|
84355xxxx1 |
a.j*********@e**********.com |
5 |
4 |
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41 |
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| Charleston, SC Branch Office - UBS Financial Services Inc. |
941 Houston Northcutt Blvd Ste 100, Mount Pleasant, SC 29464 |
|
84385xxxx6 |
ade*********@u**.com |
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| Sherman Capital Markets LLC |
200 Meeting St # 206, Charleston, SC 29401 |
|
84326xxxx7 |
|
5 |
1 |
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| Chris Jones |
152 E Bay St, Charleston, SC 29401 |
|
84332xxxx1 |
chr********@f************.com |
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|
12810 |
|
14000 |
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| American Financial of Charleston, Inc |
1565 Sam Rittenberg Blvd #105, Charleston, SC 29407 |
|
84385xxxx5 |
|
3.3 |
15 |
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| Edward Jones - Financial Advisor: Brendan J Byrne |
1247-A Savannah Hwy, Charleston, SC 29407 |
|
84340xxxx3 |
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| Daniel C Strecker - Financial Advisor, Ameriprise Financial Services, LLC |
259 Seven Farms Drive Ste 200, Daniel Island, SC 29492 |
|
84328xxxx7 |
|
5 |
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| Wells Fargo Advisors |
177 Meeting St Ste 400, Charleston, SC 29401 |
|
30251xxxx5 |
aar**********@w*********.com |
|
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|
1142236 |
|
1163577 |
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| MassMutual South Carolina |
40 Calhoun St Suite 310, Charleston, SC 29401 |
|
84385xxxx1 |
abr*****@f*************.com |
5 |
2 |
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|
| Coastal Financial Planning Group |
78 Ashley Point Dr Ste 201, Charleston, SC 29407 |
|
84373xxxx5 |
ang**********@c*******.biz |
5 |
2 |
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|
314 |
19 |
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5 |
|
| TD Wealth |
40 Calhoun St, Charleston, SC 29401 |
|
86623xxxx8 |
ada*********@t*****.com |
|
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|
844792 |
3951 |
846939 |
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|
| Crawford Sullivan Clarke Group - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx1 |
|
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|
| Oak Capital Management, LLC |
421 Wando Park Blvd Ste 130, Mt Pleasant, SC 29464 |
|
84384xxxx8 |
wil***********@o************.com |
|
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|
| David Rodenberg - Raymond James |
360 Concord St Suite 210, Charleston, SC 29401 |
|
84372xxxx0 |
aar************@r***********.com |
5 |
1 |
|
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|
16985 |
|
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|
| Oak Capital Advisors, LLC |
126 Seven Farms Drive Suite 160, Charleston, SC 29492 |
|
84328xxxx8 |
bre**@o****************.com |
5 |
1 |
|
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|
410 |
|
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|
| Ameriprise Financial: Blackwell Lee |
225 Seven Farms Drive #102, Daniel Island, SC 29492 |
|
84328xxxx7 |
|
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|
| Ryan Mentnech - TD Wealth Financial Advisor |
852 Orleans Rd, Charleston, SC 29407 |
|
84367xxxx4 |
bev*************@t*.com |
|
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|
627 |
844797 |
3951 |
846944 |
|
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| Morgan Stanley: Smith Barney |
134 Meeting St # 500, Charleston, SC 29401 |
|
84397xxxx0 |
|
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|
| Wes Johnson, CFP |
6650 Rivers Ave, Charleston, SC 29406 |
|
84326xxxx2 |
dou*@a***********.com |
|
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|
| Legacy Wealth Management |
210 Wingo Way Ste 300, Mount Pleasant, SC 29464 |
|
84341xxxx8 |
aha*@l*******.com |
4 |
4 |
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4 |
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| Charles Schwab |
962 Houston Northcutt Blvd Ste 100, Mt Pleasant, SC 29464 |
|
84385xxxx8 |
nam*@e******.com |
3.9 |
7 |
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646456 |
205 |
658000 |
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| Avron Paul Lesser - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx8 |
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| Scott Cracraft - Raymond James |
Harbor Walk West, 360 Concord St Suite 210, Charleston, SC 29401 |
|
84372xxxx0 |
ann********@r***********.com |
5 |
1 |
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| Wells Fargo Private Bank |
177 Meeting St 4th floor, Charleston, SC 29401 |
|
84372xxxx8 |
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5 |
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| Principled Wealth Management - UBS Financial Services Inc. |
941 Houston Northcutt Blvd Suite 100, Mt Pleasant, SC 29464 |
|
97336xxxx3 |
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| Hale Accounting & Financial Consulting Inc |
1124 Sam Rittenberg Blvd Ste 10, Charleston, SC 29407 |
|
84357xxxx0 |
eri*@t***********.com |
5 |
22 |
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5 |
6 |
139 |
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| Northwestern Mutual |
235 Magrath Darby Blvd suite 120, Mt Pleasant, SC 29464 |
|
84345xxxx6 |
a.-***********@n*****************.com |
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105547 |
15886 |
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| Maximize Your Money |
1121 Park W Blvd ste b 225, Mt Pleasant, SC 29466 |
|
84328xxxx7 |
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5 |
3 |
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| First Financial Of Charleston Inc. |
5025 Dorchester Rd, North Charleston, SC 29418 |
|
84376xxxx0 |
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3.9 |
24 |
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| Financial Peace Management, LLC |
3506 W Montague Ave, North Charleston, SC 29418 |
|
84322xxxx5 |
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| InvestEd Consulting |
174 Meeting St #200, Charleston, SC 29401 |
|
84397xxxx0 |
sal**********@i*****************.com |
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| Regions Bank |
1486 Stuart Engals Blvd, Mt Pleasant, SC 29464 |
|
84397xxxx0 |
ask**@r******.com |
3.1 |
15 |
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| Morgan Stanley |
200 Meeting St Ste 402, Charleston, SC 29401 |
|
84372xxxx0 |
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5 |
2 |
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| Ameriprise Financial |
238 Mathis Ferry Rd, Mount Pleasant, SC 29464 |
|
84397xxxx7 |
ame******************@a***.com |
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132246 |
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134468 |
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| Family Asset Management, LLC |
997 Morrison Dr Suite 401, Charleston, SC 29403 |
|
84372xxxx4 |
inf*@f**********.us |
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| Oak Capital Management, LLC |
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84384xxxx8 |
chr*****************@o************.com |
5 |
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| John Gustafsson Financial Advisor |
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|
61699xxxx0 |
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5 |
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| Jules Deas III, Loan Officer - South State Bank, NMLSR# 659167 |
34 Broad St Suite 200, Charleston, SC 29401 |
|
84390xxxx6 |
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5 |
17 |
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| Outrigger Financial |
125-E Wappoo Creek Dr suite 101-b, Charleston, SC 29412 |
|
84364xxxx0 |
baf*****************************@s*****.wixpress |
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372 |
2 |
462 |
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| 1st Franklin Financial |
1890 Sam Rittenberg Blvd., Suite 116, Charleston, SC 29407 |
|
84357xxxx0 |
akr****@1***.com |
4.9 |
35 |
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5 |
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| Woods Asset Management |
215 E Bay St Suite 500-E, Charleston, SC 29401 |
|
20363xxxx2 |
jon*****@w*************.com |
5 |
1 |
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| Sequence Financial Specialists, LLC |
781 Meeting St Suite B, Charleston, SC 29403 |
|
84385xxxx2 |
agr****@s***************************.com |
4.929 |
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| Church Street Financial Management LLC |
171 Church St Ste 330, Charleston, SC 29401 |
|
84361xxxx2 |
jst********@c**************.com |
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| Edward Jones - Financial Advisor: Mike Wiggins, CFP® |
1939 Maybank Hwy Suite E, Charleston, SC 29412 |
|
84379xxxx7 |
a.j*********@e**********.com |
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77 |
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| Frank C. Ford, III & Julia M. Dotterer - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx2 |
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| Edward Jones - Financial Advisor: Drew Heinold, CFP®|AAMS™ |
102 Wappoo Creek Dr Suite 1, Charleston, SC 29412 |
|
84379xxxx7 |
a.j*********@e**********.com |
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| Christopher Nowell |
975 Morrison Dr, Charleston, SC 29403 |
|
84372xxxx8 |
ad@j******.com |
3 |
2 |
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404 |
24 |
416 |
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| Nicholson Wealth Management Group Wells Fargo Advisors Financial Network |
8 N Adgers Wharf, Charleston, SC 29401 |
|
84379xxxx5 |
bet**@n***********.com |
5 |
5 |
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131 |
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138 |
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| Singular Private Wealth PC |
40 Calhoun St Ste 310, Charleston, SC 29401 |
|
84385xxxx4 |
j.d**@s********************.com |
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| Bank Of South Carolina |
100 N Main St Summerville, SC 29483 |
|
84383xxxx0 |
aci****@b*****.com |
3.9 |
11 |
5 |
2 |
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| The Carolinas Financial Network |
126 Seven Farms Drive, Charleston, SC 29492 |
|
84328xxxx0 |
|
5 |
1 |
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| Dave Lobeck |
152 E Bay St, Charleston, SC 29401 |
|
44034xxxx3 |
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| Wells Fargo Advisors |
177 Meeting St 4th floor, Charleston, SC 29401 |
|
86622xxxx8 |
a-p*************@w*****************.com |
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|
188012 |
|
189000 |
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| WebsterRogers LLP |
40 Calhoun St STE 460, Charleston, SC 29401 |
|
84357xxxx3 |
afa******@w************.com |
|
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128 |
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| Capasso Planning Partners |
635 E Bay St Suite C, Charleston, SC 29403 |
|
84360xxxx7 |
cha****@c**********************.com |
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55 |
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| David J De Rhodo - Financial Advisor, Ameriprise Financial Services, LLC |
201 Sigma Dr Ste 300, Summerville, SC 29486 |
|
84359xxxx9 |
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| Parker Capital Management of Raymond James |
360 Concord St Ste 210, Charleston, SC 29401 |
|
84372xxxx5 |
aar************@r***********.com |
4.25 |
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| Creative Planning - Charleston |
701 E Bay St Ste 305 Charleston, SC 29403 |
|
84360xxxx7 |
aar**********@c***************.com |
5 |
5 |
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6 |
6033 |
69 |
6827 |
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| First Command Financial Advisor - Bill Griggs |
7301 Rivers Ave Ste 230, North Charleston, SC 29406 |
|
84382xxxx9 |
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| Eric Main |
205 King St, Charleston, SC 29401 |
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| John Routh - Morgan Stanley |
200 Meeting St Suite 402, Charleston, SC 29401 |
|
84372xxxx0 |
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