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Financial Advisor

$3.1MM AUM | $30,000 GDC in Greenville, SC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Greenville, SC, US
12 Month Gross Revenue
$30,000
Number of Accounts
180
Avg Client Age
40

Overview

My name is Alex Means, I am a 30 year old Financial Advisor here in Greenville, SC. I originally am from Maine, and come from a rich background in the financial industry as my grandfather started a firm up in my hometown in Maine back in 1935. I went to school at Furman University and decided to settle here in Greenville with my wife and family. I have been in this industry since 2011 and look to continue doing so for many years to come. I have partnered with another gentlemen here, Dick Waldrep, who owns a practice and has over 35 years of experience. He owns the firm Personal Planning LLC, which I have recently joined. We clear through LPL and cherish the independent side of the business focusing on relationships rather than numbers. We tailor our investments to the individual and help guide a path with a personalized approach. I am looking for opportunities to build my book through purchasing a book and helping provide a succession opportunities to advisors in the area. Both Dick Waldrep and I would welcome the opportunity to speak with folks in the area looking for a good, solid firm with a great and trusting reputation. I have an AUM of just over $3 million while my partner has just over $70 million.

 
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