Brad Worsham, Financial Advisor located in Charleston, SC

Financial Advisor
Brad Worsham

CFP®, CPWA®, AAMS®, CRPC™, CRPS™
1014 St Andrews Blvd, Suite 210d, Charleston, SC 29407opens in a new window
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Scuba Diving
  • Personal Fitness
  • Golfing
  • Football
  • Hunting

Team Members

  • Peggi Morrow
    Sr. Branch Office Administrator
  • Claire Smith
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(843) 769-0368

Fax

(877) 248-7568

Office Address

1014 St Andrews Blvd
Suite 210d
Charleston, SC 29407opens in a new window

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