Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
7 years
Location
McClellanville, SC
Guido Evangelista is a financial advisor at The Charles Towne Agency with seven years of industry experience. He holds a Series 65 designation and has previously worked at Euro Dollar Financial Group Inc and Ciao Bella Inc. The Charles Towne Agency is a state-registered independent advisory firm providing fee-only, hourly financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm offers non-discretionary recommendations and written plans focused on retirement, education, charitable giving, tax and estate guidance, and related financial advice, operating without portfolio management or custody of assets.
Based on The Charles Towne Agency
$420/hour
Fee-only: Fee-only financial planning provided on an hourly basis.
McClellanville, SC
McClellanville SC
Advisors at this office
1
South Carolina
7 years of industry experience
EURO Dollar Financial Group Inc
2021 - 2023 • 2 years
Everson, PA
Ciao Bella Inc
2019 - 2021 • 2 years
Lucca
The Charles Towne Agency Inc
2018 - 2019 • 1 year
Isle of Palms, SC
Euro Dollar Financial Group Inc
2015 - 2018 • 3 years
Bronx, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 63, Series 66
Awendaw, SC
Cetera Planning Partners
George Boyle Jr. is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Boyle has worked with several firms including Avantax and manages his own tax and accounting firm, G P Boyle & Associates, where he serves as president. He is also involved in tax preparation and accounting through GW Tax and Accounting, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.
CFP®, Series 63, Series 65
Awendaw, SC
Ameriprise
Alan Federico is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at RBC Capital Markets for seven years before joining Ameriprise in 2020. Federico is an owner of Bullyard Sound LLC and serves on the board of directors for the TAR Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides annual retirement-income planning advice based on comprehensive research and tax-aware strategies.
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