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Eugene William Sanders

FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.·CHARLESTON, South Carolina
Series 65Clean record13 years registeredFIRST SOUTHEAST 401(K) FIDUCIARIES, INC.
2430 MALL DRIVE, CHARLESTON, SC 29406CRD# 4738761Firm CRD# 153113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene William Sanders · CHARLESTON, SC
Registration
CRD #4738761 · FIRST SOUTHEAST 401(K) FIDUCIARIES, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC
Jul 2014 – present
PRESIDIUM
Feb 2013 – Jul 2014
CHARLESTON, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 21, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTHSTATE ADVISORY, INC.
CRD 153113 · SEC 801-71264
AUM
$3.4B
Regulatory assets under management
Employees
20
420 client accounts
Services offered by SOUTHSTATE ADVISORY, INC.
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 SOUTHSTATE ADVISORY, INC. →
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05

Frequently Asked Questions

What services does Eugene William Sanders offer?
Eugene William Sanders specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Eugene William Sanders's credentials?
Eugene William Sanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene William Sanders located?
Eugene William Sanders is based in CHARLESTON, South Carolina, working with FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Eugene William Sanders charge for services?
Eugene William Sanders'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 FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.?
FIRST SOUTHEAST 401(K) FIDUCIARIES, INC. has approximately 20 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.

Brian Alan Barker
COLUMBIA, SC
David Murray Kirkpatrick
COLUMBIA, SC
John Noble Golding
COLUMBIA, SC
Thomas Edward Ryan
CHARLESTON, SC
Raymond Marcus Hrin
COLUMBIA, SC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
City Guides
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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