AdvisorOS Directory
Claim Profile
AN

Alan Robert Nachman

NACHMAN NORWOOD & PARROTT, INC.·GREENVILLE, South Carolina
Unclaimed Profile
1116 SOUTH MAIN STREET, GREENVILLE, SC 29601-3300CRD# 1553733Firm CRD# 293199
01

About

Alan Robert Nachman is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with NACHMAN NORWOOD & PARROTT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NACHMAN NORWOOD & PARROTT, INC.
NACHMAN NORWOOD & PARROTT, INC.
AUM
$2.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at NACHMAN NORWOOD & PARROTT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1553733
Firm CRD# 293199
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, South Carolina or claim this profile if it's yours.

Browse GREENVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alan Robert Nachman offer?
Alan Robert Nachman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Alan Robert Nachman's credentials?
Alan Robert Nachman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Robert Nachman located?
Alan Robert Nachman is based in GREENVILLE, South Carolina, working with NACHMAN NORWOOD & PARROTT, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Alan Robert Nachman charge for services?
Alan Robert Nachman'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 NACHMAN NORWOOD & PARROTT, INC.?
NACHMAN NORWOOD & PARROTT, INC. has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile