Summerville, SC S Main St Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,079 offices

Location

100 S Main St Ste O

Summerville SC 29483

Advisors at this office

2

Advisors at this office

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Lester C

Series 66

Summerville, SC

Ameriprise

Lester Chou is a financial advisor with Ameriprise in North Charleston, SC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages an LLC used to pay expenses related to his Ameriprise franchise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and a range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Julie H

Series 66

Summerville, SC

Ameriprise

Julie Hucks is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory work, she serves on the board of directors for Sculpture in the South, a local arts organization. Ameriprise offers retirement-income planning services primarily for individuals near or in retirement with significant investable assets, combining research and modeling with tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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