Mount Pleasant, SC Long Grove Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,079 offices
Location
1477 Long Grove Dr Unit 205, Mailbox 7
Mount Pleasant SC 29464
Advisors at this office
2
Advisors at this office
James S
Series 63
Mount Pleasant, SC
Ameriprise
James Sharp Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. In addition to his advisory role, he serves as a contractor managing an advisory business through DHS Office Works LLC. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Edwards B
Series 63, Series 65
Mount Pleasant, SC
Ameriprise
Edwards Brawley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Ameriprise in various capacities since 2009. Outside of advisory work, he operates a business through Edgeworth Capital Group and is involved with DHS Office Works, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice. The firm emphasizes a structured approach to retirement recommendations, drawing on extensive research and tools, with services designed for clients meeting certain asset criteria.
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