AdvisorOS Directory
Claim Profile
Unclaimed Profile
CH

Christy Lee Horlacher

CAROLINA WEALTH ADVISORS, LLC·MYRTLE BEACH, South Carolina
SIE, Series 7, Series 63, Series 65CFPChFCClean record13 years registeredCAROLINA WEALTH ADVISORS, LLC
1110 LONDON STREET, MYRTLE BEACH, SC 29577CRD# 6068460Firm CRD# 288837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christy Lee Horlacher · MYRTLE BEACH, SC
Registration
CRD #6068460 · CAROLINA WEALTH ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

CAROLINA WEALTH ADVISORS
Sep 2017 – present
THE STRATEGIC FINANCIAL ALLIANCE
Oct 2013 – present
COASTAL CAPITAL ADVISORS, LLC
Mar 2013 – Oct 2013
MYRTLE BEACH, SC
AMERITRUST INVESTMENT ADVISORS, LLC
Sep 2012 – Mar 2013
MYRTLE BEACH, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 11, 2012
Years registered · 13
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAROLINA WEALTH ADVISORS, LLC
CRD 288837 · SEC 801-119040
AUM
$278M
Regulatory assets under management
Employees
6
1,382 client accounts
Services offered by CAROLINA WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAROLINA WEALTH ADVISORS, LLC →
Introduction

Speak with Christy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MYRTLE BEACH?

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

Browse MYRTLE BEACH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christy Lee Horlacher offer?
Christy Lee Horlacher specializes in Financial Planning, Investment Management. Contact their office in MYRTLE BEACH, South Carolina for a consultation.
What are Christy Lee Horlacher's credentials?
Christy Lee Horlacher holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christy Lee Horlacher located?
Christy Lee Horlacher is based in MYRTLE BEACH, South Carolina, working with CAROLINA WEALTH ADVISORS, LLC. Their office serves clients in the MYRTLE BEACH metropolitan area and surrounding communities.
How does Christy Lee Horlacher charge for services?
Christy Lee Horlacher's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAROLINA WEALTH ADVISORS, LLC?
CAROLINA WEALTH ADVISORS, LLC has approximately 6 employees and manages $278M 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 at CAROLINA WEALTH ADVISORS, LLC

Christopher David St. John
MYRTLE BEACH, SC
CFPChFC
Matthew Radcliff Lowery
MYRTLE BEACH, SC
CFPCFAPFS

More Advisors in MYRTLE BEACH, South Carolina

Jeremy Morris Finger
RIVERBEND WEALTH MANAGEMENT, LLC·MYRTLE BEACH, SC
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)ROCK HILL (9)GREENWOOD (9)SPARTANBURG (8)SENECA (8)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile