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SOUTHEAST FINANCIAL ADVISORS, LLC
SOUTHEAST FINANCIAL ADVISORS, LLC
GREENVILLE, South Carolina
·
1 registered advisor
·
CRD# 121757
SEC# 801-69899
864-284-6511
01
Firm Overview
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SOUTHEAST FINANCIAL ADVISORS, LLC
1 registered advisor
Brian David Smith
GREENVILLE, South Carolina
CRD# 2394812
05
Office Locations
GREENVILLE, South Carolina
1 advisor
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Data sourced from SEC Form ADV filings. SOUTHEAST FINANCIAL ADVISORS, LLC (CRD# 121757) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.