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James Y
Series 63, Series 66
Greenville, SC
Seacrest Wealth Management, LLC
James Yarbrough Jr. is a financial advisor at Seacrest Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stonebridge Wealth Management, Ltd and Idle Hill Advisors LLC. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that combines fundamental and technical analysis and incorporates artificial-intelligence tools alongside human review.
Dean L
Series 63, Series 65
Greenville, SC
Seacrest Wealth Management, LLC
Dean Livingston is a financial advisor at Seacrest Wealth Management, LLC in Greenville, SC, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Seacrest Wealth Management since 2009. Seacrest Wealth Management is a multi-advisor SEC-registered firm offering comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using a combination of fundamental and technical analysis across various asset types and provides specialized services including divorce financial mediation and consulting on variable annuities and employer-sponsored plans.
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