Financial ADVSR advisor directory · SEC adviser records
Greenwood Capital Associates, LLC financial advisors in Greenville, SC
Every SEC-registered investment adviser representative at a Greenwood Capital Associates, LLC office in Greenville, A to Z.
The short answer
4 registered advisors work at Greenwood Capital Associates, LLC in Greenville, out of 13 at the firm nationwide; it ranks number 42 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Greenwood Capital Associates, LLC advisors in Greenville, A to Z
Every Greenwood Capital Associates, LLC advisor →- Melissa D. BaneCertified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Justin R. BartanusInvestment adviser rep
- William M. Coxe Jr.Investment adviser rep
- Brian L. DisherCertified Financial Planner
Greenwood Capital Associates, LLC advisors in every city and state →Greenwood Capital Associates, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Greenwood Capital Associates, LLC advisors in other cities
Other firms in Greenville
All Greenville advisors →Edward Jones 42Td Private Client Wealth LLC 39LPL Financial LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Raymond James & Associates, Inc. 26Wells Fargo Clearing Services, LLC 25UBS Financial Services Inc. 23Ameriprise Financial Services, LLC 18Foster Victor 18Captrust 17Strategic Advisers LLC 17The Fiduciary Alliance 17
Questions
How many financial advisors does Greenwood Capital Associates, LLC have in Greenville?
4 investment adviser representatives are registered at Greenwood Capital Associates, LLC offices in Greenville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Greenwood Capital Associates, LLC one of the largest advisor employers in Greenville?
Greenwood Capital Associates, LLC ranks number 42 in Greenville by registered advisors; Edward Jones has the most, with 42.
How do I check a Greenwood Capital Associates, LLC advisor in Greenville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Greenwood Capital Associates, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.