Palmetto Private Wealth, LLC

Palmetto Private Wealth, LLC (CRD# 328052) is a financial advisory firm headquartered in Spartanburg, SC. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1200 John B. White Sr. Blvd., Spartanburg, SC 29306
http://www.palmettoprivatewealth.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Palmetto Private Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul Baily, financial advisor Spartanburg SC
Paul M. Baily
CRD#: 5903832
1200 John B. White Sr. Blvd., Spartanburg, SC 29306

Paul Baily (CRD# 5903832) is an Investment Advisor Representative working at Palmetto Private Wealth, LLC in Spartanburg, SC and has over 12 years of experience in the finance industry.

2
Joshua Spencer, financial advisor Spartanburg SC
Joshua C. Spencer
CRD#: 6315572
1200 John B. White Sr. Blvd., Spartanburg, SC 29306

Joshua Spencer (CRD# 6315572) is an Investment Advisor Representative working at Palmetto Private Wealth, LLC in Spartanburg, SC and has over 9 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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