SANDLAPPER Securities, LLC is a full service broker dealer and dealer manager of investment products. Our best in class personnel and representatives tailor strategies, recommendations and construct portfolios “designed” to meet your individual needs.
Established in 2005 to act as the “managing broker dealer” or “dealer manager” for a nationally recognized and award winning real estate investment firm’s syndicated programs, SANDLAPPER Securities was the compliance and distribution engine for assets acquired nearing a billion dollars in value nationwide.
Today, SANDLAPPER Securities has grown beyond its singularly focused roots to provide not only a compliance and distribution engine for affiliated and non-affiliated investment programs, but to align itself with some of the independent broker dealer communities top representatives giving them access to the products, services and support THEY need in order to build, develop and manage your individual investment strategies.
Sandlapper Wealth Management, LLC was founded to combine the same full service of the nation’s largest financial institutions with the personal touch that is missing in so many firms today. We are a truly independent firm that offers unbiased investment advisory solutions. Our advisory clients may choose to use either TD Ameritrade Institutional or Charles Schwab Institutional to custody their assets.
SWM’s extensive business relationships assure our clients access to many of the most highly regarded investment products available as well as research and market analysis on literally thousands of investment possibilities throughout the world. The firm offers state of the art account access and online client reporting capabilities. Their independent advisors have access to a full array of investment products and services as well as advanced trading capabilities, block trading, fixed income desks and managed account programs.