Unclaimed Profile

Jack Charles Bixler

SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, South Carolina

SANDLAPPER WEALTH MANAGEMENT, LLC

406 N. PLEASANTBURG DR, GREENVILLE, SC 29607CRD# 22331Firm CRD# 41534

Profile Verification

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

Identity

Jack Charles Bixler · GREENVILLE, SC

Registration

CRD #22331 · SANDLAPPER WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jack Charles Bixler is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with SANDLAPPER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SANDLAPPER WEALTH MANAGEMENT, LLC

AUM

$229M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 22331

Firm CRD# 41534

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jack Charles Bixler offer?

Jack Charles Bixler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Jack Charles Bixler's credentials?

Jack Charles Bixler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Charles Bixler located?

Jack Charles Bixler is based in GREENVILLE, South Carolina, working with SANDLAPPER WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Jack Charles Bixler charge for services?

Jack Charles Bixler'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 SANDLAPPER WEALTH MANAGEMENT, LLC?

SANDLAPPER WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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