Christopher Preisig (CRD# 6455091) is an Investment Advisor Representative working at Upstate Financial Planning, LLC in Simpsonville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Upstate Financial Planning, LLC | Simpsonville, SC | Apr 2022 - Current | 2 |
| Carolinas Wealth Management Group | Greenville, SC | Sep 2008 - Current | 15 |
| Lincoln Financial Securities Corporation | Greenville, SC | Aug 2015 - Jul 2022 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- SC
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$191,508
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
SC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.