Best Investors Account Sign in
Inactive

Diane Hall Blackwelder

Charleston Financial Advisors, LLC

Charleston, SC

Claim This Profile
Current Employers
Charleston Financial Advisors, Llc

4 North Atlantic Wharf Suite 200, Charleston, SC 29401-2168 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-09
GA RA APPROVED 2021-11-19
NC RA APPROVED 2021-11-18
TX RA APPROVED 2021-11-18
  • SC RA
    APPROVED
    Since 2025-01-09
  • GA RA
    APPROVED
    Since 2021-11-19
  • NC RA
    APPROVED
    Since 2021-11-18
  • TX RA
    APPROVED
    Since 2021-11-18

Branch Locations

4 North Atlantic Wharf Suite 200, Charleston, SC 29401-2168 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charleston Financial Advisors, Llc Charleston SC 12/2008 Present
Previous Registrations
  • 2008-05-12 → 2009-01-23
    Atlantic Planning Partners, Llc
    Mt Pleasant, SC
  • 2007-10-31 → 2008-06-02
    Questis
    Charleston, SC
  • 2005-04-12 → 2007-10-26
    Atlantic Planning Partners, Llc
    Mt. Pleasant, SC
  • 2004-10-11 → 2004-10-28
    Mml Investors Services, Llc
    Mt. Pleasant, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-18
S63 Uniform Securities Agent State Law Examination 1996-06-03
  • S65 Uniform Investment Adviser Law Examination
    1999-11-18
  • S63 Uniform Securities Agent State Law Examination
    1996-06-03
Designations
Other Names
  • Diane H Blackwelder
  • Diane Susan Hall

View on SEC IAPD

Other Firms

BALLAST ROCK PRIVATE WEALTH
PALMETTO ADVISORY
CHARLESTON EQUITY PARTNERS, LLC
EQUITABLE ADVISORS, LLC
ADVISOR.COM
TIME & WEALTH MANAGEMENT, LLC
EDWARD JONES
GREYSTAR INVESTMENT GROUP, LLC

Other Investors

Christian Dan Salomone
TROY JOHN DAVIDSON
JAMES BERNARD CARROLL
Jamie E Carroll
Brooke Meredith Courtney
DERRICK M GRAVA
JOHN KARL NAWROCKI
Michael luke Buccolo

Other Offices

BALLAST ROCK PRIVATE WEALTH · CHARLESTON, SC
PALMETTO ADVISORY · CHARLESTON, SC
CHARLESTON EQUITY PARTNERS, LLC · CHARLESTON, SC
EQUITABLE ADVISORS, LLC · CHARLESTON, SC
ADVISOR.COM · CHARLESTON, SC
TIME & WEALTH MANAGEMENT, LLC · CHARLESTON, SC
EDWARD JONES · CHARLESTON, SC
GREYSTAR INVESTMENT GROUP, LLC · CHARLESTON, SC

More in Charleston, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor