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
Crescent Financial Advisors
By the Numbers
-
Total Assets Under Management160MILLION
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Total Number of Accounts751ACCOUNTS
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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
1
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.
2
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.
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