Premier Financial Solutions, LLC

RIAState Registered

Total AUM

$9.9M

Discretionary

$9.9M

100% of AUM

Avg account

$154K

Accounts

64

Employees

4

Advisory reps

4

Firm details

Headquarters: Myrtle Beach, South Carolina
CRD number: 338276
Website: www.premierfns.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals58.83%
HNWI41.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Premier Financial Solutions, LLC is an independent, individual-owned RIA that serves primarily individual and family clients. The firm combines financial planning and portfolio management with insurance brokerage services, and it acts as a capital allocator by selecting third‑party managers on behalf of clients. Its advisory work includes financial planning, portfolio management for individuals and small businesses, and manager selection. The firm also integrates ESG considerations into its investment process. State registration information indicates activity in North Carolina, Ohio and South Carolina.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities52%
Public Funds/Mutual Funds26%
US Government Bonds22%

Owners & executives

1 of 1

Abbey Recser
Chief Compliance OfficerCRD 8148435

Contacts

3 of 3

Michael Recser
Co-OwnerCRD 6567483
Mark Recser
FounderCRD 8148515
Brittany Danielson
Financial AdvisorCRD 8173065

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Myrtle Beach, SC

Horry

Location

Myrtle Beach, SC

Headquartered in Myrtle Beach, SC, anchoring the Myrtle Beach-Conway, SC-NC metro in the South.

Metro area: Myrtle Beach-Conway, SC-NC
Region: South
County: Horry
Address: 357 Lake Arrowhead Rd
Time zone: ET (UTC-5)
Office locations

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