Crescent Financial Advisors

Crescent Financial Advisors (CRD# 153101) is a financial advisory firm headquartered in Seneca, SC. They manage $159,672,093 in 751 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

10704 Clemson Boulevard, Seneca, SC 29678

By the Numbers

Total Assets Under Management

160

MILLION
Total Number of Accounts

751

ACCOUNTS
Average Account Value

$212,613

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

GA, LA, NC, SC

Financial Advisors at Crescent Financial Advisors

Showing 1 - 2 of 2 top financial advisors.

Jan S. Fredman

CRD#: 1343406

10704 Clemson Boulevard, Seneca, SC 29678

Jan Fredman (CRD# 1343406) is an Investment Advisor Representative working at Crescent Financial Advisors in Seneca, SC and has over 39 years of experience in the finance industry.

Lori M. Talley-Kelley

CRD#: 6016247

10704 Clemson Boulevard, Seneca, SC 29678

Lori Talley-Kelley (CRD# 6016247) is an Investment Advisor Representative working at Crescent Financial Advisors in Seneca, SC and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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