by f22admin | Jul 31, 2023
About Sarah Client Services Associate Sarah Weglein – My Story Sarah Weglein serves as the Client Services Associate in the Charleston office. She works closely with our clients to provide exceptional customer service. She also supports our office by managing...
by f22admin | Jun 1, 2023
About Josh Wealth Advisor Phone: (704)678-3052 Cell: (704)685-5207 Fax: (888)589-8147 E-mail: Josh.Haggard@LPL.com Josh Haggard – My Story As a LPL financial planner, Josh believes it’s important to invest time to understand what you’re working...
by f22admin | Jul 6, 2022
About Natallia Client Relations Manager Natallia Belman – My Story Natallia Belman is a Client Relationship Manager with over 8 years of experience in the financial industry. She identifies and balances the needs of our clients and serves as a client advocate...
by f22admin | Feb 8, 2022
About Steve Wealth Advisor Phone: (843) 237-7676 Fax: (843) 651-6075 E-mail: Steve.Atkins@lpl.com Steve Atkins – My Story Steve Atkins is an LPL Financial Advisor who has been seeking to grow and protect client assets since 1983. He is fortunate to have...
by f22admin | Jan 25, 2020
About Tracy LPL Registered Sales Assistant Phone: (843)720-8868 Fax: (843)720-8870 E-mail: tracy@harborfinancialgroupsc.com Tracy Thrash – My Story Tracy focuses her knowledge and experience on utilizing investment trading tools and planning software to...
