Ranked by No. of Licensed Brokers in the Charleston Area Company
Top Local Official(s) / Year Founded
843-821-3009 www.assetintegration.com
2 3
Accounts, annuities/life insurance, asset management, commodities, financial management, financial planning, government bonds, money funds, money management, municipal bonds, mutual funds, retirement planning
Sean M. Bennett 1995
843-884-7447 www.myhdvest.com/richardkasprak
2 2
Richard C. Kasprak 1973
843-577-7834 www.iaac.com
2 3
Accounts, annuities/life insurance, asset management, financial management, financial planning, government bonds, local research, money funds, money management, municipal bonds, mutual funds, options, real estate syndication, retirement planning, tax shelters, trust services, underwriting Accounts, annuities/life insurance, asset management, commodities, financial management, financial planning, government bonds, local research, money funds, money management, municipal bonds, mutual funds, options, real estate syndication, retirement planning, tax shelters, trusts, underwriting
Thomas Yancey Williams 1994
843-345-7021 www.luciditywealthstrategies.com
2 2
Accounts, annuities/life insurance, local research, money funds, mutual funds, retirement planning, tax shelters, underwriting, longterm care insurance, property and casualty insurance
William M. Parker 2012
843-277-0272 www.seafreecommercial.com
2 2
Accounts, asset management, local research
George Harold Seago 2007
843-853-8222 www.wrsequence.com
2 4
Financial management, underwriting, corporate finance, mergers and acquisitions, secession plans, growth capital
Kevin J. High 2005
877-452-0899 www.alcusfinancial.com
1 1
Accounts, annuities/life insurance, asset management, commodities, financial management, financial planning, government bonds, money funds, money management, municipal bonds, mutual funds, options, retirement planning, tax shelters, trust services
Joseph Baker 1999
843-209-3721 INP
1 2
Accounts, asset management, financial planning, municipal bonds, mutual funds, retirement planning
Michael Kevin Alford 2010
843-216-3773 www.charlestonwealthmanagement.com
1 2
Accounts, annuities/life insurance, asset management, commodities, financial management, financial planning, government bonds, local research, money funds, money management, municipal bonds, mutual funds, options, retirement planning, tax shelters, trust services, fee-based investment portfolio management, 401(k) rollover accounts, Roth IRA conversions
Mike Midtvedt 2000
877-423-9990 www.reevewillknow.com
1 1
Annuities/life insurance, asset management, financial management, government bonds, money funds, money management, mutual funds, retirement planning
Reeve Conover 2008
843-577-2463 www.dwmgmt.com
2 2
Asset management, financial management, financial planning, government bonds, money funds, money management, municipal bonds, mutual funds, retirement planning
Lester Detterbeck 1999
843-849-1887 www.lpl.com/donald.allen
1 1
Accounts, asset management, money management, retirement planning, stock and bond investments
Donald Allen 1997
843-216-1077 www.360fp.com
7 8
Accounts, annuities/life insurance, asset management, financial management, financial planning, local research, money funds, money management, municipal bonds, mutual funds, retirement planning
Paul Comer 2006
888-674-6777 www.hineswealthmanagement.com
1 3
Annuities/life insurance, asset management, financial planning, government bonds, money funds, municipal bonds, mutual funds, options, retirement planning, tax shelters, trust services, exchange traded funds, stocks, alternative investments, wealth preservation and transfer
Eugene H. Hines 2011
843-628-5140 www.kingstreetcommercial.net
5 5
Real estate syndication, brokerage and development
Mike Shuler, John T. Foreman 2010 Researched by F. Kimberly Andrews
hospitality
INP=Information not provided. View this list online at www.scbiznews.com/data. Although every effort is made to ensure accuracy, errors sometimes occur. Email additions or corrections to lists@scbiznews.com, fax to 803-253-6521 or go to www.scbiznews.com/data and click "Add Data."
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Asset Integration Consultants & Sean Bennett Inc. 121 S. Cedar St. Summerville, SC 29483 H.D. Vest 217 Lucas St., Suite A Mount Pleasant, SC 29464 International Assets Advisory 533 Planters Loop Mount Pleasant, SC 29464 Lucidity Wealth Strategies 5115 Parkside Drive Charleston, SC 29405 Seafree Commercial LLC 72 Cannon St. Charleston, SC 29402 WRSequence LLC 40 Calhoun St., Suite 330 Charleston, SC 29401 Alcus Financial Group LLC 1305 Pleasant Walk Court Mount Pleasant, SC 29466 Beyond Wealth LLC 597 Old Mt. Holly Road, Suite 301 Goose Creek, SC 29445 Charleston Wealth Management 1330 Old Ivy Way Mount Pleasant, SC 29466 Conover Consulting 1076 Blockade Runner Parkway Summerville, SC 29485 DWM Financial Group Inc. 193 King St., Suite 2A Charleston, SC 29401 Hampton Capital Management 222 W. Coleman Blvd., Suite 106 Mount Pleasant, SC 29464 360 Financial Partners 496 Bramson Court, Suite 140 Mount Pleasant, SC 29464 Hines Wealth Management LLC 125E Wappoo Creek Drive, Suite 101A Charleston, SC 29412-2119 King Street Commercial 557 King St., Suite C Charleston, SC 29403
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