Southeast Financial Advisors, LLC

Southeast Financial Advisors, LLC (CRD# 121757) is a financial advisory firm headquartered in Greenville, SC. They manage $58,804,199 in 914 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    914
    ACCOUNTS
  • Average Account Value
    $64,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, SC

Financial Advisors at Southeast Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian D. Smith
CRD#: 2394812
750 Executive Center Drive, Suite 102, Greenville, SC 29615
96
Wealthminder
score

Brian Smith (CRD# 2394812) is an Investment Advisor Representative working at Southeast Financial Advisors, LLC in Greenville, SC and has over 24 years of experience in the finance industry. Brian Smith 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.

2
Michelle R. Emmons
CRD#: 5492430
750 Executive Center Drive, Suite 102, Greenville, SC 29615
93
Wealthminder
score

Michelle Emmons (CRD# 5492430) is an Investment Advisor Representative working at Southeast Financial Advisors, LLC in Greenville, SC and has over 7 years of experience in the finance industry.

3
Charles W. Crews
CRD#: 4509752
750 Executive Center Drive, Suite 102, Greenville, SC 29615
73
Wealthminder
score

Charles Crews (CRD# 4509752) is an Investment Advisor Representative working at Southeast Financial Advisors, LLC in Greenville, SC and has over 15 years of experience in the finance industry.

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