Investment Advisor: Charleston Financial Advisors, LLC
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Company: Charleston Financial Advisors, LLC
Contact: Bill Prewitt
4 North Atlantic Wharf
Charleston, South Carolina, 29401-2168
Phone: (843) 722-3331
Fax:
(843) 722-8098
Website: http://www.charlestonfinancial.net
Fiduciary: act in your best interest
Fee only: transparent compensation
Comprehensive: match your money to your goals.
Disciplined investment process
Networked with skilled community resources
Independent: unlimited sources for solutions
Accessible
Serves Counties: Beaufort (SC), Berkeley (SC), Charleston (SC), Dorchester (SC), Georgetown (SC)
License #: CRD# 137536 SEC#801
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 11-15 Years
Designations: CFP, MS in Financial Planning
Products:
Reits
Bonds
Stocks
Annuities
Mutual Funds
Exchange Traded Funds (etfs)
Minimal Assest: $250,000
License Type:
Insurance Type:
Disclosure: ADV available at website
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