Featured Business Financial Advisor in Greenville, SC
Greenville Financial Advisors
DeHollander & Janse Financial Group
3515 Pelham Road, Suite 100
Greenville, SC 29615
Phone Number
“We do the worrying for you.”
Advisor Profile
Roy Janse
Name:  Roy Janse
Website:  Visit Website
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This communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, IN, MD, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Advisor. Review our Terms of Use:https://www.commonwealth.com/terms ofuse.html

About DeHollander & Janse Financial Group

As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources.

By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals.
 

General Information

CRD#:    4568949
Firm CRD#:    8032
Name of Broker/Dealer:    Commonwealth Financial Network
Name of Custodial Firm:    NFS
States Licensed in:    CA, FL, GA, IL, IN, MD, MS, NC, OH, PA, SC, TN, TX, VA
States Willing to do Business in:    Arcadia,Boiling Springs,Campobello,Cleveland,Duncan,Easley,Fingerville,Fountain Inn,Gray Court,Greenville,Greer,Inman,Landrum,Liberty,Lyman,Marietta,Mauldin,Moore,Pelzer,Pickens,Piedmont,Reidville,Roebuck,Simpsonville,Slater,Spartanburg,Startex,Taylors,Tigerville,Travelers Rest,Tryon,Wellford,Williamston,Woodruff, NC
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    10
Work Experience:    We've been helping individuals, families, and corporations in the upstate of South Carolina and across the country for more than 17 years.

With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated solution that's right for you.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Annuities, Mutual Funds, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, Video Conference, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 7, Series 66
Financial Organization Memberships:    Financial Planning Association (FPA), Financial Services Institute (FSI)
 

Firm Information

Firm's Number of Clients:    359
Firm's Number of Managed Clients:    290
Assets Managed by Firm:    $152mm
Advisor's Number of Clients:    182
Advisor's Number of Managed Clients:    160
Assets Managed by Advisor:    $86mm
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
 
 
 
Prepared By: Roy Janse