Retirement Funding Advisors, LLC
Retirement Funding Advisors, LLC (CRD# 148891) is a financial advisory firm headquartered in Greenville, SC. They manage $28,476,210 in 42 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$678,005
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, NC, SC
James Vaughan (CRD# 5323217) is an Investment Advisor Representative working at Retirement Funding Advisors, LLC in Greenville, SC and has over 10 years of experience in the finance industry.
Susan Wright (CRD# 6147326) is an Investment Advisor Representative working at Retirement Funding Advisors, LLC in Port Saint Joe, FL and has over 4 years of experience in the finance industry.