Charleston Financial Advisors - Fee-Only Financial Planning, Asset Management, Charleston, SC
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Disclosures

Disclosures

Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Charleston Financial Advisors unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

All trademarks, registered trademarks and service marks on this website belong to their respective owners.

Links to Other Websites

The Charleston Financial Advisors, LLC website offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Charleston Financial Advisors website. These sites are managed by unaffiliated organizations that do not have a business relationship with Charleston Financial Advisors. These links are only offered for use at your own discretion.

Charleston Financial Advisors does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Charleston Financial Advisors is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.

The Charleston Financial Advisors privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party websites may provide different security features than the Charleston Financial Advisros website.

Registration Information

Advisory services are offered through Charleston Financial Advisors, LLC, a registered investment advisory firm located in the state of South Carolina. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

Privacy Statement

Our firm collects non-public personal financial information about its clients from the following sources:

  • Information clients or their legal agent provide to complete the engagement;

  • Information clients provide in agreements and client-firm documents;

  • Information clients provide orally; and

  • Information received from third parties, such as banks or custodians, about transactions.

The firm does not disclose non-public personal information about its clients to anyone, except in the following circumstances:

  • When required to provide services clients have requested;

  • When clients specifically authorize the firm to do so in writing; or

  • When permitted or required by law.

To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of its clients.

Identifiable information about a client or prospective client will be maintained during the span of the engagement, and for the period thereafter as required by securities and privacy laws. After that time, information may be destroyed.

The firm will notify clients in advance if its privacy policy is expected to change.

 

Contact

➤ LOCATION

4 North Wharf, Suite 200
Charleston, SC 29401

☎ CONTACT

contact@charlestonfinancial.net
(843) 722-3331