Financial Advisor

Senior Vice President - Investment Officer

Address: 349 W COLEMAN BLVD, SUITE 301 , MOUNT PLEASANT , SC 29464
Phone: 843-849-3327  |  800-891-7702    Fax: 843-849-3647

My Background

My Associate(s): Robert Blitch, Senior Registered Client Associate

My Experience

  • 1999 - Present : Wells Fargo Advisors, Sr. VP
  • 1996 - 1999 : Merrill Lynch, Financial Consultant

My Education & Credentials

  • BS Economic Theory, The American University, Washington DC
  • PIM Portfolio Manager
  • Senior Fundamental Choice Portfolio Manager

My Community Involvement

  • Rotary Club of Daniel Island
  • Charleston Animal Society, Major Patron
Securities Registered in the following states: CA, FL, GA, IL, IN, MA, MD, MO, NC, NH, NM, NY, OH, SC, TX, VA, VT
JAMES PLATZER: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: South Carolina : MOUNT PLEASANT Branch