Imprint Wealth LLC

Imprint Wealth LLC (CRD# 322130) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $709,092,880 in 2,142 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
75 Port City Landing, Suite 110, Mount Pleasant, SC 29464
https://www.linkedin.com/company/imprint-wealth/
By the Numbers
  • Total Assets Under Management
    709
    MILLION
  • Total Number of Accounts
    2,142
    ACCOUNTS
  • Average Account Value
    $331,042
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NY, PA, SC, TX

Financial Advisors at Imprint Wealth LLC
Showing 1 - 10 of 10 top financial advisors.
1
Erik Flegal, financial advisor Mount Pleasant SC
Erik R. Flegal
CRD#: 4726481
357 N. Shelmore Blvd, Suite 2b, Mount Pleasant, SC 29464

Erik Flegal (CRD# 4726481) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry.

2
Laurence Hulbert, financial advisor Naples FL
Laurence E. Hulbert
CRD#: 712122
1016 Collier Center Way,, Suite 201, Naples, FL 34110

Laurence Hulbert (CRD# 712122) is an Investment Advisor Representative working at Imprint Wealth LLC in Naples, FL and has over 6 years of experience in the finance industry.

3
Andrew Krone, financial advisor Naples FL
Andrew J. Krone
CRD#: 1465896
1016 Collier Center Way, Suite 201, Naples, FL 34110

Andrew Krone (CRD# 1465896) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Naples, FL and has over 17 years of experience in the finance industry.

4
Paul Kuveke, financial advisor Mount Pleasant SC
Paul M. Kuveke
CRD#: 1761862
75 Port City Landing, Suite 110, Mount Pleasant, SC 29464

Paul Kuveke (CRD# 1761862) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 35 years of experience in the finance industry.

5
Sean McVey, financial advisor Mount Pleasant SC
Sean D. McVey
CRD#: 4444171
75 Port City Landing, Suite 110, Mount Pleasant, SC 29464

Sean McVey (CRD# 4444171) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 22 years of experience in the finance industry.

6
Nelson Pereira, financial advisor Naples FL
Nelson Pereira
CRD#: 5474021
1016 Collier Center Way, Suite 201, Naples, FL 34110

Nelson Pereira (CRD# 5474021) is an Investment Advisor Representative working at Imprint Wealth LLC in Naples, FL and has over 15 years of experience in the finance industry.

7
Jenee Peters, financial advisor Naples FL
Jenee C. Peters
CRD#: 4729371
1016 Collier Center Way, Suite 201, Naples, FL 34110

Jenee Peters (CRD# 4729371) is an Investment Advisor Representative working at Imprint Wealth LLC in Naples, FL and has over 20 years of experience in the finance industry.

8
Tye Pipkin, financial advisor Saint Simons Island GA
Tye L. Pipkin
CRD#: 4509939
123 Marina Drive, Saint Simons Island, GA 31522

Tye Pipkin (CRD# 4509939) is an Investment Advisor Representative working at Imprint Wealth LLC in Saint Simons Island, GA and has over 21 years of experience in the finance industry.

9
Mackenzie Rickman, financial advisor Mount Pleasant SC
Mackenzie C. Rickman
CRD#: 4189721
75 Port City Landing, Suite 110, Mount Pleasant, SC 29464

Mackenzie Rickman (CRD# 4189721) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 23 years of experience in the finance industry.

10
Nancy Zehr, financial advisor Mount Pleasant SC
Nancy Zehr
CRD#: 2223435
75 Port City Landing, Suite 110, Mount Pleasant, SC 29464

Nancy Zehr (CRD# 2223435) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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