Southeast Financial Advisors
Southeast Financial Advisors (CRD# 121757) is a financial advisory firm headquartered in Greenville, SC. They manage $98,805,733 in 737 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management99MILLION
-
Total Number of Accounts737ACCOUNTS
-
Average Account Value$134,065
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, LA, NC, SC
Financial Advisors at Southeast Financial Advisors
1
Michelle Emmons (CRD# 5492430) is an Investment Advisor Representative working at Southeast Financial Advisors in Greenville, SC and has over 14 years of experience in the finance industry.
2
Brian Smith (CRD# 2394812) is an Investment Advisor Representative working at Southeast Financial Advisors in Greenville, SC and has over 30 years of experience in the finance industry.
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