Treehouse Financial, Inc.

Treehouse Financial, Inc. (CRD# 161164) is a financial advisory firm headquartered in , . They manage $1,076,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $134,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Treehouse Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark Faulkenberry, financial advisor Kinards SC
Mark A. Faulkenberry
CRD#: 2744722
Kinards, SC

Mark Faulkenberry (CRD# 2744722) is an Investment Advisor Representative working at Treehouse Financial, Inc. in Kinards, SC and has over 27 years of experience in the finance industry.

2
Greggory Vaughn, financial advisor Gilbert SC
Greggory T. Vaughn
CRD#: 6369484
Gilbert, SC

Greggory Vaughn (CRD# 6369484) is an Investment Advisor Representative working at Treehouse Financial, Inc. in Gilbert, SC and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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