CP
CP

Connor Prendergast

1 Year of Experience
North Charleston, SC
Sells Insurance

Connor Prendergast is a registered investment advisor at Florida Financial Advisors, LLC, based in North Charleston, SC, with 1 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
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Location

4969 Centre Point Drive, Suite 201, North Charleston, SC, 29418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Connor works full-time as a financial consultant for Florida Financial Advisors DBA Tristate Financial Advisors. He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance DBA Tristate Financial Advisors and carries golf bags at Kiawah Island Ocean Course.

Employment History
Current Registrations
Florida Financial Advisors, LLC
November 2024 - Present · 1 yr 6 mos
State Registrations3 states
FLLASC
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.
Connor Prendergast - Financial Advisor | TrueAdvisor