Martin McWilliams (CRD# 5350180) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Charleston, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South State Advisory | Columbia, SC | Jan 2017 - Current | 7 |
| Minis & Company | Columbia, SC | Jan 2017 - Current | 7 |
| Unemployed | New York, NY | Aug 2015 - Jan 2017 | 1 |
| Goshen Investments, LLC | New York, NY | Oct 2008 - Jul 2015 | 6 |
- SC
-
Total Assets Under Management3,417MILLIONS
-
Total Number of Accounts420ACCOUNTS
-
Average Account Value$8,135,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, FL, GA, NC, SC, TX, VA
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