Brian HerkingCRD Number: 4592871
Current Firm: Sandlapper Wealth Management, LLC
Brian Herking (CRD# 4592871) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 14 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Sandlapper Wealth Management, LLC||Cincinnati, OH||Jan 2015 - Current||2|
|Sandlapper Securities, LLC||Greenville, SC||Jun 2014 - Current||3|
|Colony Park Financial Services, LLC||Cincinnati, OH||Feb 2009 - Dec 2014||5|
|Citigroup Global Markets Inc.||Cincinnati, OH||Nov 2002 - Feb 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management144MILLIONS
Total Number of Accounts891ACCOUNTS
Average Account Value$161,306
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, GA, HI, IL, KY, LA, MD, MN, MO, NC, ND, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA
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