Waypoint Strategic Advisors
Waypoint Strategic Advisors (CRD# 152077) is a financial advisory firm headquartered in Summerville, SC. They manage $130,000,000 in 737 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management130MILLION
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Total Number of Accounts737ACCOUNTS
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Average Account Value$176,391
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, LA, MO, NC, NY, SC, TX
Tyler Campbell (CRD# 6685732) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 7 years of experience in the finance industry.
Joseph Casselman (CRD# 4658881) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 20 years of experience in the finance industry.
Benjamin Coakley (CRD# 5118193) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has 1 year of experience in the finance industry.
Matthew Coakley (CRD# 5623537) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 15 years of experience in the finance industry.
Richard Coakley (CRD# 1154814) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.
David Plaisance (CRD# 2764306) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.
Joe Young (CRD# 2769621) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.
Robert Smith (CRD# 7353348) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Orangeburg, SC and has over 3 years of experience in the finance industry.