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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Richard Mahfood is a financial advisor with The Fiduciary Alliance. Anthony has over 20 years of experience in the financial services industry and specializes in providing financial planning and investment management services to individuals, corporations, and non-profit organizations. Anthony is registered as an Investment Advisor Representative in South Carolina. Anthony is committed to helping clients achieve their financial goals by providing them with personalized advice and tailored solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
SC
09/21/2016 - Present
THE Fiduciary Alliance (GREENVILLE SC)
SC
01/27/2009 - 03/12/2013
BB&T INVESTMENT SERVICES, INC. (GREENVILLE SC)
SC
02/26/2004 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (GREENVILLE SC)
NY
05/03/1999 - 01/28/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/07/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 06/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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