William Coxe (CRD# 2620753) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 29 years of experience in the finance industry.
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Oneascent Financial Services LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Greenwood Capital Associates, LLC | Greenville, SC | Dec 2017 - Current | 6 |
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 |
- SC
-
Total Assets Under Management1,495MILLIONS
-
Total Number of Accounts714ACCOUNTS
-
Average Account Value$2,094,506
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, FL, GA, LA, NC, NY, SC, TX, VA
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