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Guido Evangelista
7 Years of Experience
Mcclellanville, SC
1 Disclosure
Guido Evangelista is a registered investment advisor at The Charles Towne Agency, based in Mcclellanville, SC, with 7 years of industry experience. Guido operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$100
Fee Structure
The Charles Towne Agency does not manage portfolios or recommend securities. The firm offers financial planning advice on an hourly basis.
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Location
Mcclellanville, SC
Get directionsHistory
Regulatory History (1)
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Criminal
May 1996Final Disposition
Employment History
Current Registrations
The Charles Towne Agency
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Euro Dollar Financial Group INC
July 2021 - January 2023 · 1 yr 6 mos
The Charles Towne Agency INC
January 2020 - June 2020 · 5 mos
The Charles Towne Agency INC
August 2018 - December 2019 · 1 yr 4 mos
The Charles Towne Agency INC
November 2015 - December 2018 · 3 yrs 1 mo
State Registrations1 state
SC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.