David HalloranCRD 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 32 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Greenwood Capital Associates||Greenville, SC||May 2009 - Current||8|
|Self-employed||San Antonio, TX||Mar 2006 - Current||12|
|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|
Total Assets Under Management1,125MILLIONS
Total Number of Accounts801ACCOUNTS
Average Account Value$1,404,864
- A percentage of assets under your management
- 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
AL, FL, GA, LA, NC, SC, TX, VA