Sequence Financial Specialists LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Florence, South Carolina
CRD number
132915
Registered since
July 11, 2005

Firm profile

FINTRX

Overview

Sequence Financial Specialists LLC is organized as a limited liability company that identifies itself under the classification of an investment bank. Ownership is held by a combination of a domestic entity and individuals. Publicly provided descriptors indicate the firm does not function as a capital allocator and is not characterized as an active ESG investor or a pension consultant. Basic details such as client segments, advisory services, fee structure, and specific business activities were not supplied.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Florence, SC

Florence

Location

Florence, SC

Headquartered in Florence, SC, in the South of the United States.

Region
South
County
Florence
Address
181 E Evans St
Time zone
ET (UTC-5)
Office locations

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