William CoxeCRD Number: 2620753
Current Firm: Greenwood Capital Associates, LLC
William Coxe (CRD# 2620753) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 28 years of experience in the finance industry.
Apex Capital Management LLC
|Greenwood Capital Associates, LLC||Greenville, SC||Dec 2017 - Current||5|
|Wcm Global Wealth LLC||Greenville, SC||Nov 2016 - Oct 2017||< 1|
|University Of South Carolina||Columbia, SC||Jun 2008 - Nov 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Total Assets Under Management1,365MILLIONS
Total Number of Accounts682ACCOUNTS
Average Account Value$2,001,186
- 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
- Pension consulting services
- Educational seminars/workshops
AL, AZ, FL, GA, LA, NC, NY, SC, TX, VA
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