Investment Advisor Directory

Investment Advisor: Charleston Financial Advisors, LLC

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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