Advisor at Equitable Advisors
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
Florence, SC
Credentials
Series 63, Series 65
Industry experience
39 years
Harvey Thomas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he teaches spinning classes at the Florence Family YMCA, volunteers as a teacher for Jobs4Life/House of Hope Florence, and serves on finance and development committees for local nonprofit organizations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm combines advisory and brokerage/insurance services with a hybrid referral and implementation model tailored to client goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Florence, SC
South Carolina · Texas
Equitable Advisors
1999 - Present (27 years)
Axa Advisors, Llc
1999 - 2020 (21 years)
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
CFP®, Series 65
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk is a CFP® with nine years of industry experience and is the principal advisor at Seastrunk Financial Management, LLC in Florence, SC. He previously worked at Francis Marion University before founding his current firm in 2016. Seastrunk Financial Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers tailored portfolio management and wealth counseling using a fundamental analysis approach, combining fee-only advisory services with in-house personal income tax preparation.
CFP®, Series 63
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk is a financial advisor at Seastrunk Financial Management, LLC in Florence, SC, holding the CFP® designation and a Series 63 license with 15 years of industry experience. He has been affiliated with Seastrunk Financial Management Co. since 1994. Seastrunk Financial Management, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers discretionary and non-discretionary portfolio management and wealth counseling, utilizing a tax-aware investment approach and combining fee-only advisory services with in-house personal income tax preparation.
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 18 years of industry experience, currently serving as an advisor at WebsterRogers Financial Advisors, LLC since 2016, with prior experience at BMO Private Bank. He holds Series 63 and 65 licenses. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses, providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified portfolios and risk management tools, and integrates advisory services with accounting relationships through its ownership by WebsterRogers LLP partners.
Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Jessica Harrington is a financial advisor at WebsterRogers Financial Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with WebsterRogers since 2015. 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 a long-term investment approach grounded in Modern Portfolio Theory, using diversified portfolios and risk management tools, and integrates advisory services with accounting through its ownership by partners of WebsterRogers LLP.
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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