Palmetto Financial Planners LLC
Palmetto Financial Planners LLC (CRD# 158674) is a financial advisory firm headquartered in , . They manage $8,072,399 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management8MILLION
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Total Number of Accounts23ACCOUNTS
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Average Account Value$350,974
- 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
- Pension consulting services
- Other

SC
Connie Judkins (CRD# 5962535) is an Investment Advisor Representative working at Palmetto Financial Planners LLC in Greer, SC and has 1 year of experience in the finance industry. Connie Judkins 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.