Unclaimed Profile

Diane Hall Blackwelder

CHARLESTON FINANCIAL ADVISORS, LLC·CHARLESTON, South Carolina

Series 7, Series 8, Series 63, Series 65Clean record21 years registeredCHARLESTON FINANCIAL ADVISORS, LLC

4 NORTH ATLANTIC WHARF, SUITE 200, CHARLESTON, SC 29401-2168CRD# 2246611Firm CRD# 137536

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diane Hall Blackwelder · CHARLESTON, SC

Registration

CRD #2246611 · CHARLESTON FINANCIAL ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CHARLESTON FINANCIAL ADVISORS, LLC

Jan 2009 – present

ATLANTIC PLANNING PARTNERS, LLC

May 2008 – Jan 2009

MT PLEASANT, SC

QUESTIS

Oct 2007 – Jun 2008

MOUNT PLEASANT, SC

ATLANTIC PLANNING PARTNERS, LLC

Apr 2005 – Oct 2007

MT. PLEASANT, SC

MML INVESTORS SERVICES, INC.

Oct 2004 – Oct 2004

MT. PLEASANT, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · October 11, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARLESTON FINANCIAL ADVISORS, LLC

CRD 137536 · SEC 801-107090

AUM

$211M

Regulatory assets under management

Employees

595 client accounts

Services offered by CHARLESTON FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHARLESTON FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Diane Hall Blackwelder offer?

Diane Hall Blackwelder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Diane Hall Blackwelder's credentials?

Diane Hall Blackwelder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Hall Blackwelder located?

Diane Hall Blackwelder is based in CHARLESTON, South Carolina, working with CHARLESTON FINANCIAL ADVISORS, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Diane Hall Blackwelder charge for services?

Diane Hall Blackwelder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLESTON FINANCIAL ADVISORS, LLC?

CHARLESTON FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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