The Fiduciary Alliance

The Fiduciary Alliance (CRD# 284924) is a financial advisory firm headquartered in Greenville, SC. They manage $864,798,884 in 11,514 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
511 Rhett Street, Suite 2a, Greenville, SC 29601
https://www.facebook.com/parallelfinancial/
By the Numbers
  • Total Assets Under Management
    865
    MILLION
  • Total Number of Accounts
    11,514
    ACCOUNTS
  • Average Account Value
    $75,108
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA

Financial Advisors at The Fiduciary Alliance
Showing 21 - 21 of 21 top financial advisors.
21
Mary Sheahan, financial advisor Greenville SC
Mary K. Sheahan
CRD#: 7278381
511 Rhett Street, Suite 2a, Greenville, SC 29601

Mary Sheahan (CRD# 7278381) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has 1 year of experience in the finance industry.

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