Palmetto Advisory

Palmetto Advisory (CRD# 152286) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, GA, MA, NC, SC, WI

Financial Advisors at Palmetto Advisory
Showing 1 - 5 of 5 top financial advisors.
1
Derrick M. Grava
CRD#: 1518760
Kiawah Island, SC

Derrick Grava (CRD# 1518760) is an Investment Advisor Representative working at Palmetto Advisory in Kiawah Island, SC and has over 37 years of experience in the finance industry.

2
Michael J. Laubinger
CRD#: 4664016
Johns Island, SC

Michael Laubinger (CRD# 4664016) is an Investment Advisor Representative working at Victoria Capital Management, Inc. in Charleston, SC and has over 14 years of experience in the finance industry.

 

Prior to joining Victoria Capital Management, he spent 9 years with Charles Schwab & Co. as VP Financial Consultant serving high net worth families in Charlotte, North Carolina. His career began in Boston in 2003 as a financial advisor where he focused on financial planning and wealth management. He also holds his Series 7, 24 and 66 license.

3
John H. Lauderdale
CRD#: 2165547
Colgate, WI

John Lauderdale (CRD# 2165547) is an Investment Advisor Representative working at Palmetto Advisory in Colgate, WI and has over 32 years of experience in the finance industry.

4
Christopher C. Abbott
CRD#: 721040
Manchester-by-the-Sea, MA

Christopher Abbott (CRD# 721040) is an Investment Advisor Representative working at Palmetto Advisory in Manchester-by-the-Sea, MA and has over 39 years of experience in the finance industry.

5
John K. Nawrocki
CRD#: 5814147
Bridgeport, CT

John Nawrocki (CRD# 5814147) is an Investment Advisor Representative working at Palmetto Advisory in Bridgeport, CT and has over 4 years of experience in the finance industry.

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