Advisor at The Charles Towne Agency
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.
Location
Mcclellanville, SC
Credentials
Series 65
Industry experience
7 years
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
South Carolina
EURO Dollar Financial Group Inc
2021 - Present (5 years)
Ciao Bella Inc
2019 - 2021 (2 years)
The Charles Towne Agency Inc
2018 - 2019 (1 year)
Euro Dollar Financial Group Inc
2015 - 2018 (3 years)
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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
George Boyle Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career includes roles at Avantax Planning Partners, Avantax Advisory Services, and Avantax Investment Services, and he also serves as president of G P Boyle & Associates, PC, a tax preparation and accounting firm. Additionally, he is an accountant at GW Tax and Accounting, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions through a network of over 6,800 advisors. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its institutional platform.
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. Federico is also an owner of Bullyard Sound LLC and serves on the board of directors for the TAR Network. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations through a centralized consulting team.
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