List of Investment services in Charleston
Charleston, South Carolina, has 170 investment services in this dataset, last verified September 4, 2026. It is the third-largest of the 4 South Carolina cities we track, behind Greenville (231) and ahead of Mount Pleasant (101). Local listings make up 14% of all investment services in South Carolina.
90 investment services in Charleston list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the South Carolina average, 54.1% against 67.2%, so expect phone (98.8% coverage) to do most of the work.
With 95.3% already online (above 88.6% across South Carolina), only 8 investment services in Charleston lack a website, so site improvements and SEO are the stronger pitch. 91 of their websites list a contact page URL.
64% of the 64 rated investment services in Charleston hold a 5-star average, below the South Carolina figure of 75%. The 4 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
93
31
67
21
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 170+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Investment services List in Charleston
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Joseph Caughman - Morgan Stanley Financial Advisor | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
CoinFlip Bitcoin ATM - Harbor smoke shop (Charleston) | Address | Charleston | South Carolina | United States | Email | Phone | 1 | 5 | — | ||||||
Rocky Cassone - Morgan Stanley | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Don Alderman - Financial Advisor, Ameriprise Financial Services, LLC | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Edward Jones - Financial Advisor: Michael Johnson, CFP® | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | |||||
Truist Wealth | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
WesBanco Bank | Address | Charleston | West Virginia | United States | Email | Phone | 10 | 3.8 | — | ||||||
Jamie O'Brien - Branch Manager, Ameriprise Financial Services, LLC | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Bowside Capital, LLC | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Geoffrey T. Korwan - Morgan Stanley | Address | Charleston | West Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Altriarch | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
David S. Long, Jr. - Morgan Stanley | Address | Charleston | West Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Edward Jones - Financial Advisor: Charles J Williams Jr, CFP®|ChFC® | Address | Charleston | South Carolina | United States | Email | Phone | 2 | 3.5 | — | — | |||||
Taylor Wootton - Morgan Stanley | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Alphavest | Address | Charleston | South Carolina | United States | Email | Phone | 1 | 5 | — | — |
This is a randomized preview — the full database contains 170 records with complete field coverage.
Get the full Investment services database
170 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Charleston
Most popular business categories across Charleston
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Charleston
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 170 investment services in Charleston, with the fields to call, email, segment and map them.
Who Sells to Investment services in Charleston, South Carolina
Each of these buyers can work the 170 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 170 investment services in Charleston.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Facebook and Email Outreach in Charleston, South Carolina
Start with the 90 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (168): 98.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Facebook messages (93): 54.7% have a Facebook page, a further channel when calls and emails go unanswered.
- Email sequences (92): 54.1% of records include an email address, so email can lead the campaign with calls as follow-up.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Charleston, South Carolina
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- Rated 1 to 2 stars (4): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Charleston
With 170 investment services in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 170 investment services in Charleston and plan visit days by neighborhood.
- Postal code patches: split Charleston by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 3 other South Carolina cities we track are the next step once Charleston accounts are covered.
Data Coverage for Investment services in Charleston
170 records · verified September 4, 2026
- Phone numbers
- 168
- Email addresses
- 92
- Phone and email
- 90
- Websites
- 162
Google ratings· 64 rated (38%)
64% hold 5 stars
- 1-star rated
- 2
- 3.1% of rated
- 2-star rated
- 2
- 3.1% of rated
- 3-star rated
- 11
- 17.2% of rated
- 4-star rated
- 8
- 12.5% of rated
- 5-star rated
- 41
- 64.1% of rated
Social profiles:
- Facebook:93· 54.7%
- LinkedIn:67· 39.4%
- X (Twitter):32· 18.8%
- Instagram:31· 18.2%
- YouTube:21· 12.4%
Investment services in Charleston are an email-friendly, Facebook-heavy market: 98.8% list a phone number and 54.1% publish an email. Among 64 rated investment services, 64% hold 5 stars, a mostly positive spread.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Charleston, South Carolina
Everything you need to know about our investment services database for Charleston, South Carolina: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Investment services are there in Charleston, South Carolina?
There are 170 investment services in Charleston, South Carolina in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Charleston market for sales prospecting and territory planning.
How up to date is the Investment services data for Charleston, South Carolina?
This dataset was last updated in September 4, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Investment services database for Charleston, South Carolina?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Investment services businesses in Charleston, South Carolina?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Charleston, South Carolina as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Charleston, South Carolina cost?
The complete investment services leads database for Charleston, South Carolina costs $10 as a one-time payment.
You get instant access to all 170 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need investment services contacts in Charleston, South Carolina specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Investment services data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Charleston, South Carolina investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Investment services in Charleston, South Carolina have phone numbers?
168 investment services in Charleston, South Carolina (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Charleston, South Carolina have email addresses?
92 investment services in Charleston, South Carolina (54%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Investment services in Charleston, South Carolina have both a phone number and an email address?
90 investment services in Charleston, South Carolina have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Investment services in Charleston, South Carolina are active on social media?
Social profile coverage for investment services in Charleston, South Carolina: 67 on LinkedIn, 93 on Facebook, 31 on Instagram, 21 on YouTube, 32 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Investment services in Charleston, South Carolina have a website?
162 investment services in Charleston, South Carolina (95%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Investment services in Charleston, South Carolina do not have a website?
8 investment services in Charleston, South Carolina operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Investment services in Charleston, South Carolina?
Rating breakdown for investment services in Charleston, South Carolina: 41 with a 5-star rating, 8 with a 4-star rating, 11 with a 3-star rating, 2 with a 2-star rating, 2 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Investment services data for all of South Carolina or the entire US?
Yes. Beyond Charleston, we offer the complete Investment services database for South Carolina and a national all-50-states version.
If you buy the Charleston list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Charleston, South Carolina legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.