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 63, Series 65
Experience Industry experience
2 years
Location
Florence, SC 29501
First Citizens Investor Services, Inc.
Enterprise
Michael Johnson is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers a range of investment solutions, including portfolio management, automated investing platforms, and tax-aware services, focusing on assessments of client needs, risk tolerance, and financial goals.
Based on First Citizens Investor Services, Inc.
Based on First Citizens Investor Services, Inc.
$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.85%
Account minimum: $25,000
Florence, SC Hoffmeyer Road
2009 Hoffmeyer Road
Florence SC 29501
Advisors at this office
1
South Carolina
2 years of industry experience
First Citizens Investor Services
2024 - Present • 2 years
Raleigh, NC
First Citizens Bank
2022 - Present • 4 years
Florence, SC
Salary Continuance with Wells Fargo
2021 - 2022 • 1 year
Marion, SC
Wells Fargo
2015 - 2021 • 6 years
Marion, SC
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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.
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® with 19 years of industry experience, currently serving at Websterrogers Financial Advisors, LLC since 2007. She has also been associated with Webster Rogers LLP since 2004. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and consulting on tax, estate, and cash-flow matters. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations across mutual funds, ETFs, fixed-income securities, and alternatives.
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, currently serving as part of a seven-advisor team based in Florence, SC. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and diversified allocations implemented through mutual funds, ETFs, fixed-income securities, and 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 the Series 63 and Series 65 designations 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, using diversified allocations primarily with mutual funds, ETFs, and select fixed-income securities or alternatives.
Series 65
Florence, SC
Websterrogers Financial Advisors, LLC
Drake Wright is a financial advisor at Websterrogers Financial Advisors, LLC in Florence, SC, holding a Series 65 designation with seven years of industry experience. He has been with Webster Rogers since 2016. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term, diversified investment strategies using Modern Portfolio Theory and employs tools such as risk-tolerance questionnaires and Monte Carlo simulations to guide portfolio allocation.
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