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Business Profile

Retirement Planning Services

Vertex Capital Advisors, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(704) 556-1388Write a Review

About

Overview

Vertex Capital Advisors, LLC

127 Ben Casey Dr Ste 104

Fort Mill, SC 29708-6600

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BBB Accreditation & Rating

Vertex Capital Advisors, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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About This Business

BBB Accredited Since: 2/14/2014

Years in Business: 13

Business Details

Local BBB:
BBB of Southern Piedmont and Western N.C.
BBB File Opened:
1/28/2014
Business Started:
4/3/2013
Business Started Locally:
4/3/2013
Business Incorporated:
1/21/2017
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Ross Marynell, Manager
Mr. Michael Baker, Manager
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. Michael Baker, Manager
Customer Contacts
Mr. Ross Marynell, Manager
Mr. Michael Baker, Manager
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 702085 for this business, issued by Insurance Commission, SC

Insurance Commission, SC

1201 Main St Ste 1000

Columbia SC 29201

803-7376180

BBB records show a license number of 509512 for this business, issued by Insurance Commission, SC

Insurance Commission, SC

1201 Main St Ste 1000

Columbia SC 29201

803-7376180

BBB records show a license number of 603152 for this business, issued by Insurance Commission, SC

Insurance Commission, SC

1201 Main St Ste 1000

Columbia SC 29201

803-7376180

BBB records show a license number of 5882004 for this business, issued by Securities & Exchange Commission, US

Securities & Exchange Commission, US

450 5th St NW

Washington DC 20549

202-9428088

BBB records show a license number of 6004831 for this business, issued by Securities & Exchange Commission, US

Securities & Exchange Commission, US

450 5th St NW

Washington DC 20549

202-9428088

BBB records show a license number of 1000346497 for this business, issued by Insurance Commission, NC

Insurance Commission, NC

1201 Mail Service Ctr

Raleigh NC 27699

855-4081212

BBB records show a license number of 0016884785 for this business, issued by Insurance Commission, NC

Insurance Commission, NC

1201 Mail Service Ctr

Raleigh NC 27699

855-4081212

BBB records show a license number of 0011533138 for this business, issued by Insurance Commission, NC

Insurance Commission, NC

1201 Mail Service Ctr

Raleigh NC 27699

855-4081212

BBB records show a license number of 0016247065 for this business, issued by Insurance Commission, NC

Insurance Commission, NC

1201 Mail Service Ctr

Raleigh NC 27699

855-4081212

Additional Information

Business Categories
Retirement Planning Services, Financial Services, Financial Planning Consultants, Life Insurance, Health Insurance, Investment Advisory Services, Investment Management, Estate Planning and Management, Long Term Care Insurance, Investment Seminars

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