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382 advisors near
29935
within the area shown on the map
Out of 400,000+ nationwide
Justin E
Series 63, Series 65
Bluffton, SC
GWN Securities Inc.
Justin Emerick is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His career includes roles at Cantella & Co., Inc., WBC Group LLC dba MeyerPT, and Primerica Advisors. Outside of his advisory work, he rents out a vehicle on Turo. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum strategies.
Robert B
ChFC®, Series 63
Hilton Head Island, SC
Kestra Advisory
Robert Bush is a financial advisor at Kestra Advisory with over 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Kestra Investment Services, LLC and Atlantic Pension Planning Corp. Outside of advisory work, he is involved in marine dockage and boat ownership through entities he organizes and manages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions and discretionary trading within a robust supervisory framework.
Karl Heinz L
Series 63, Series 65
Bluffton, SC
First Citizens Investor Services, Inc.
Karl Heinz Leroy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Leroy has worked with First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process based on assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified asset allocations.
Patrick B
CFP®, Series 66
Bluffton, SC
Newedge Advisors
Patrick Bruski is a CFP® with 13 years of industry experience, currently serving as a financial advisor at NewEdge Advisors and LPL Financial since 2023. He previously worked at Edward Jones from 2012 to 2023. Outside of his advisory roles, he is a member of Bruski Holdings Company, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies, supported by centralized due diligence and technology tools.
William B
Series 65
Bluffton, SC
Empower Advisory Group
William Bachelor is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital before joining Empower Advisory Group. Outside of his advisory role, he competes as a professional golfer in World Long Drive events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.
Samuel M
CFP®, Series 66
Beaufort, SC
&PARTNERS
Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.
Gina E
Series 63, Series 65, Series 66
Bluffton, SC
GWN Securities Inc.
Gina Eibest is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. She has worked at GWN Securities since 2016 and also serves as an administrative assistant and partner at Harbor Light Insurance & Wealth Advisors, where she focuses on life insurance and fixed annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across over 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving both individual and business clients through a network of about 423 advisors.
Sonia K
Series 65
Ridgeland, SC
Ameritas Advisory Services, LLC
Sonia Krasnigor is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work experience includes roles at Sage Financial Planning, AIM Real Estate Management, Charleston Shoe Company, and GEICO Insurance. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house models and third-party managers.
Robert Z
CFP®, Series 63
Hilton Head Island, SC
Focus Partners Wealth, LLC
Robert Ziliak is a CFP® with 26 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Bam Management, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.
Jody V
Series 65, Series 63
Bluffton, SC
VOYA Financial Advisors, Inc.
Jody Van Hecke is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Voya in 2021, she worked at Bank of America and Merrill from 2016 to 2020. In addition to her advisory role, she is an independent insurance agent and a real estate agent involved in purchasing and refurbishing homes for resale. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through both discretionary and non-discretionary program structures.
Keith W
CFP®, Series 63, Series 65
Okatie, SC
Private Advisor Group, LLC
Keith Wetjen is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, The Leaders Group, Inc., Private Capital Group, LLC, and Lincoln Financial Advisors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.
Mark V
ChFC®, Series 63, Series 65
Hilton Head, SC
Equity Services, inc.
Mark Vosk is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Equity Services, Inc. since 2000. Based in Hilton Head, SC, he is also active as an insurance agent representing multiple companies, including roles with Apogee Financial Partners and Mackenzie Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, utilizing multiple advisory platforms and a combination of long-term and specialized investment strategies.
Robert C
Series 63, Series 65
Hilton Head, SC
Wealth Enhancement Advisory Services, LLC
Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include five years at Marcum Wealth and over three decades at ProEquities, Inc. He serves as vice president of the Yacht Villas Condo Association in Hilton Head, SC, where he is involved in management decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
Catherine T
Series 63, Series 65
Hilton Head, SC
AE Wealth Management, LLC
Catherine Trawinski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at American Heritage Financial, American United Life, OneAmerica Securities, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and AIG Financial Network. She is also the owner of Saving Grace Financial Solutions, LLC, a financial services firm focused on non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.
Michael K
CFP®, Series 63
Bluffton, SC
Steward Partners Investment Advisory, LLC
Michael Keys is a CFP® with 38 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. He previously spent over three decades with Ameriprise Financial Services. Outside of his advisory work, he is a co-author of a book on leadership development. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with a range of advisory, financial planning, and managed account services.
Richard S
Series 63, Series 65
Bluffton, SC
GWN Securities Inc.
Richard Sebastian is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with GWN Securities since 2016 and is also the president and managing partner of Harbor Light Insurance & Wealth Advisors LLC, an insurance and wealth advisory firm. In his role at Harbor Light, he occasionally offers life insurance and fixed annuity products. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm’s approach includes discretionary portfolio management using a mix of affiliated and unaffiliated sub-advisers, with strategies that incorporate both traditional asset allocation and market-timing or momentum-based tactics.
Michael B
Series 63, Series 65
Hilton Head Island, SC
AE Wealth Management, LLC
Michael Bobowski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Securities America Advisors and Brolen Davis Integrative Wealth Management. Bobowski is also president of Brolen Davis Wealth Preservation and Governance, where he is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing nearly $50 billion for over 127,000 clients.
David S
ChFC®, Series 66
Hilton Head, SC
J. W. Cole Advisors, Inc.
David Seibel is a financial advisor at J. W. Cole Advisors, Inc. with 12 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining J. W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC. Seibel is also managing partner of AGS Aurora Financial Services, a financial planning and advisory firm, and serves as co-trustee and executor for his father's estate. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.
Christopher T
CFP®, Series 66
Hilton Head, SC
Principal Financial Services
Christopher Tassone is a CFP®-certified financial advisor with 18 years of industry experience. He is currently associated with Principal Financial Services and has held positions at Wealthgate Financial and Axa Advisors, LLC. Tassone serves as a voting board member of the Italian American Club of Hilton Head and is vice president of the Hilton Head Area Council of Estate and Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Ashlee F
Series 63, Series 66
Bluffton, SC
Rockefeller Financial LLC
Ashlee Fox is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC, Kestra Investment Services, Fidelity Investments, Raymond James & Associates, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers an integrated platform that includes direct portfolio management, access to third-party managers, and alternative investment services.
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Finding advisors...
382 advisors near
29935
within the area shown on the map
Out of 400,000+ nationwide