UPFRONT
Financial Brokerage Firms Ranked by No. of Licensed Brokers in the Charleston Area
Phone / Website
Brokers / Employees
Products & Services
Top Local Official(s) / Year Founded
843-345-7021 www.luciditywealthstrategies.com
2 2
Accounts, annuities/life insurance, local research, money funds, mutual funds, retirement planning, tax shelters, underwriting, long-term care insurance, property and casualty insurance
William M. Parker 2012
843-727-2615 www.wfadvisors.com/mckenzie-mcauley
2 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, real estate syndication, retirement planning, tax shelters, trust services, underwriting
Rod Connell 1852
843-518-6338 www.moneyconcepts.com/araggio
2 2
Accounts, annuities/life insurance, asset management, financial management, financial planning, government bonds, money funds, money management, municipal bonds, mutual funds, retirement planning, tax shelters, trust services
Andrew R. Raggio 2013
843-277-0272 www.seafreecommercial.com
2 2
Accounts, asset management, local research
George Harold Seago 2007
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
Beyond Wealth LLC 597 Old Mt. Holly Road, Suite 301 Goose Creek, SC 29445
843-209-3721 INP
1 2
Accounts, asset management, financial planning, municipal bonds, mutual funds, retirement planning
Michael Kevin Alford 2010
Charleston Wealth Management 1330 Old Ivy Way Mount Pleasant, SC 29466
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
Conover Consulting 1076 Blockade Runner Parkway Summerville, SC 29485
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
Hampton Capital Management 222 W. Coleman Blvd., Suite 106 Mount Pleasant, SC 29464
843-849-1887 www.lpl.com/donald.allen
1 1
Accounts, asset management, money management, retirement planning, stock and bond investments
Donald Allen 1997
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
financial services
Education
Human Resources
Business Services
Company Lucidity Wealth Strategies 741 Johnnie Dodds Blvd. Mount Pleasant, SC 29464 McKenzie-McAuley Wealth Management Group of Wells Fargo Advisors 200 Meeting St., Suite 302 Charleston, SC 29401 River Oak Partners LLC 1156 Bowman Road, Suite 200 Mount Pleasant, SC 29464 Seafree Commercial LLC 72 Cannon St. Charleston, SC 29402 Alcus Financial Group LLC 1305 Pleasant Walk Court Mount Pleasant, SC 29466
Hines Wealth Management LLC 125E Wappoo Creek Drive, Suite 101A Charleston, SC 29412
Business Journal Events
defense & Logistics
Real estate & Construction Medical & Health Care
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 or go to www.tinyurl.com/joinourlists.
80
Researched by Business Journal staff
Commercial Multiperil Insurance Companies Top 20, Ranked by Premiums* Written in South Carolina in 2012 Company
Phone / Fax
Website
Premiums Written
Market Share
State Farm Fire & Casualty Co. 1 State Farm Plaza, Bloomington, IL 61701 Auto-Owners Insurance Co. P.O. Box 30660, Lansing, MI 48909 Southern Mutual Church Insurance Co. P.O. Box 9346, Columbia, SC 29290 Owners Insurance Co. P.O. Box 30660, Lansing, MI 48909 Hartford Casualty Insurance Co. 1 Hartford Plaza, Hartford, CT 06155 Cincinnati Insurance Co. P.O. Box 145496, Cincinnati, OH 45250 Travelers Property Casualty Co. of America 1 Tower Square, Hartford, CT 06183 Main Street America Assurance Co. 4601 Touchton Road E., Suite 3400, Jacksonville, FL 32245 Companion Property & Casualty Insurance Co. P.O. Box 100165, Columbia, SC 29202 Philadelphia Indemnity Insurance Co. 3 Bala Plaza E., Suite 400, Bala Cynwyd, PA 19004 Nationwide Mutual Insurance Co. 1 Nationwide Blvd., Columbus, OH 43215 Sentinel Insurance Co. Ltd. 1 Hartford Plaza, Hartford, CT 06155 Allstate Insurance Co. 3075 Sanders Road, Suite H1A, Northbrook, IL 60062 Federal Insurance Co. P.O. Box 1615, Warren, NJ 07061 QBE Insurance Corp. 88 Pine St., 16th Floor, New York, NY 10005 Allstate Indemnity Co. 2775 Sanders Road, Northbrook, IL 60062 Church Mutual Insurance Co. P.O. Box 357, Merrill, WI 54452 Travelers Casualty Insurance Co. of America 1 Tower Square, Hartford, CT 06183 Peerless Indemnity Insurance Co. 175 Berkeley St., Boston, MA 02116 Starr Indemnity & Liability Co. 399 Park Ave., Eighth Floor, New York, NY 10022
309-766-2311 INP 517-323-1200 INP 803-776-9365 803-695-3385 517-323-1200 INP 860-547-5000 INP 513-870-2000 INP 860-277-0111 860-277-7002 904-380-7281 904-380-7441 803-735-0672 803-865-3104 800-759-4961 INP 614-249-2545 866-315-1430 860-547-5000 INP 847-402-5000 INP 908-903-2000 INP 212-894-7547 212-422-1313 847-402-5000 INP 715-536-5577 715-539-4453 860-277-0111 860-277-7002 617-357-9500 617-574-5955 646-227-6371 631-685-6638
www.statefarm.com
$23,455,340
5.78%
www.auto-owners.com
$14,557,457
3.59%
www.smcins.com
$14,508,959
3.57%
www.auto-owners.com
$14,271,427
3.52%
www.thehartford.com
$14,147,373
3.48%
www.cinfin.com
$12,698,819
3.13%
www.travelers.com
$10,547,567
2.60%
www.msagroup.com
$10,215,721
2.52%
www.companiongroup.com
$9,888,666
2.44%
www.phly.com
$9,569,993
2.36%
www.nationwide.com
$9,418,504
2.32%
www.thehartford.com
$9,248,105
2.28%
www.allstate.com
$9,207,036
2.27%
www.chubb.com
$8,016,804
1.97%
www.qbe.com
$7,539,002
1.86%
www.allstate.com
$7,486,690
1.84%
www.churchmutual.com
$7,430,030
1.83%
www.travelers.com
$7,273,319
1.79%
www.peerless-ins.com
$7,224,740
1.78%
www.starrcompanies.com
$6,561,362
1.62%
*Nonliability and liability. INP=Information not provided. Source: S.C. Department of Insurance; premiums written and market share in South Carolina are for 2012 (latest data available). View this list online at www.scbiznews.com/data.
Financial services | www.charlestonbusiness.com
Researched by Beverly Barfield