David Halloran, financial advisor Greenville SC
96 score

David Halloran

CRD Number: 1455336
Current Firm: Greenwood Capital Associates, LLC

David Halloran (CRD# 1455336) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Greenwood Capital Associates Greenville, SC May 2009 - Current 7
Self-employed San Antonio, TX Mar 2006 - Current 10
Table Rock Asset Management, LLC Travelers Rest, SC Nov 2006 - Aug 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for David A. Halloran
Phone Number: 864-941-4049
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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