Upstate Financial Planning, LLC

Upstate Financial Planning, LLC (CRD# 321092) is a financial advisory firm headquartered in , . They manage $6,702,781 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/upstatefp
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $191,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Upstate Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Preisig, financial advisor Simpsonville SC
Christopher R. Preisig
CRD#: 6455091
Simpsonville, SC

Christopher Preisig (CRD# 6455091) is an Investment Advisor Representative working at Upstate Financial Planning, LLC in Simpsonville, SC and has over 8 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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