Wirt Neale, financial advisor Mount Pleasant SC

Wirt Neale

CRD Number: 3158889
Current Firm: Neale Financial, LLC

Wirt Neale (CRD# 3158889) is an Investment Advisor Representative working at Neale Financial, LLC in Mount Pleasant, SC and has over 25 years of experience in the finance industry. Wirt Neale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Neale Financial, LLC Charlotte, NC Feb 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Wirt T. Neale
Phone Number: (704) 574-9038
Registered State(s):
  • GA
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $228,103
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, NC, SC

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