Sean
Planchard
Torrey Growth & Income Advisors, LLC
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About this Advisor
Sean Planchard is a financial advisor based in Charlotte, North Carolina, working with Torrey Growth & Income Advisors, LLC. Sean has previously held positions at Nextgen Law, Self-Funded Eta Searcher (Unemployed), Mckinsey & Company, Wyrick, Robbins, Yates & Ponton Llp, The University Of Chicago - The Law School, Unemployed (Studying For Bar Exam), Unemployed (Preparing For Law School), Torrey Growth & Income Advisors, and Fortress Private Ledger. LLC. Sean has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Sean is part of Torrey Growth & Income Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 3 employees. The firm manages assets totaling $322.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Torrey Growth & Income Advisors, LLC is asset-based.
Certifications and Registrations
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Torrey Growth & Income Advisors, LLC Brokerage Details
$322,165,732
3
485
$664,259
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Sean Planchard Work History
Torrey Growth & Income Advisors
Fortress Private Ledger. LLC
Nextgen Law
Self-Funded Eta Searcher (Unemployed)
Mckinsey & Company
Wyrick, Robbins, Yates & Ponton Llp
Unemployed (Studying For Bar Exam)
The University Of Chicago - The Law School
Unemployed (Preparing For Law School)
Disclosures
Please visit the SEC profile of Sean Planchard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Torrey Growth & Income Advisors, LLC
Charlotte, NC
Del Mar, CA
Washington, DC
Del Mar, CA
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