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Credentials
Series 66
Experience Industry experience
7 years
Location
Florence, SC 29501
OSAIC Institutions, INC.
Enterprise
Charles Dutil is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds a Series 66 credential and has worked previously at LPL Financial, Edward Jones, and First Bancorp, among other firms. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary asset management.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
Florence, SC
2170 W. Evans St
Florence SC 29501
Advisors at this office
1
South Carolina
7 years of industry experience
Osaic institutions, inc.
2025 - Present • 1 year
Meriden, CT
First bancorp
2025 - Present • 1 year
Florence, SC
LPL Financial
2022 - 2024 • 2 years
Fort Pierce, FL
CUNA Mutual Group
2022 - 2022 • 1 year
Waverly, IA
CUNA Brokerage Services, Inc.
2022 - 2022 • 1 year
Waverly, IA
Edward Jones
2019 - 2022 • 3 years
St Louis, MO
J Knipper and Company
2018 - 2019 • 1 year
Freeport, FL
Angmar Medical
2018 - 2018 • 1 year
Milton, FL
Publix
2018 - 2019 • 1 year
Santa Rosa Beach, FL
Unemployed
2017 - 2018 • 1 year
Freeport, FL
Sebela Pharmaceuticals
2016 - 2017 • 1 year
Roswell, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Seastrunk Financial Management, LLC since 2016. He holds a Series 65 license and is based in Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm combines portfolio construction with ongoing monitoring, integrating tax preparation and client education through digital collaboration tools.
CFP®, Series 63
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk is a CFP® professional with 15 years of industry experience and has been leading Seastrunk Financial Management Co. since 1994. He holds a Series 63 license and operates from Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm integrates tax preparation into its wealth management approach and emphasizes client education and digital collaboration through platforms like eMoney Advisor™ and webinars.
CFP®
Florence, SC
WebsterRogers Financial Advisors, LLC
Amy Fisher is a CFP® professional with 18 years of experience in financial advising. She has been with WebsterRogers Financial Advisors, LLC since 2007 and is also associated with Webster Rogers LLP. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs long-term strategies based on Modern Portfolio Theory, utilizing diversified portfolios and risk-management tools, and integrates advisory and accounting services through its affiliation with WebsterRogers LLP.
CFA®, Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with WebsterRogers Financial Advisors, LLC since 2016, working there in two periods before joining the firm continuously from 2017 onward. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors. The firm employs long-term investment strategies based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and selected fixed-income securities or alternatives.
Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Jessica Harrington is a financial advisor at WebsterRogers Financial Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with WebsterRogers since 2015. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and selected fixed-income securities or alternatives.
Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Drake Wright is a financial advisor at WebsterRogers Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has been with Webster Rogers since 2016. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on long-term strategies using diversified portfolios aligned with Modern Portfolio Theory and incorporates tax-aware allocation and opportunistic rebalancing.
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