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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 worked with EURO Dollar Financial Group Inc and Ciao Bella Inc in prior roles. The Charles Towne Agency is a state-registered investment advisory firm that provides fee-only, hourly financial planning to high-net-worth individuals, families, and institutional clients. The firm focuses on non-discretionary recommendations and written financial plans without managing portfolios or accepting discretionary authority.
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 - Present • 5 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.
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
Avantax Planning Partners, Inc.
George Boyle Jr. is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has held roles at Avantax firms since 2007 as well as at Cetera Wealth Services since 2025. He is also president of G P Boyle & Associates, PC, a tax preparation and accounting firm, and serves as Chief Financial Officer for Retirement Plan Playbook, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025.
CFP®, Series 65, Series 63
Awendaw, SC
Ameriprise
Alan Federico is a financial advisor with Ameriprise Financial Services, holding CFP®, Series 65, and Series 63 designations, and has 12 years of industry experience. He previously worked at RBC Capital Markets from 2015 to 2022. Federico serves on the board of the TAR Network and owns Bullyard Sound LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.
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