Denise Lollis (CRD# 6261160) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 6 years of experience in the finance industry.
CRD# 1888517
Edward Jones
CRD# 1356229
Bailey Investment Strategies LLC
CRD# 3062453
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenwood Capital Associates | Greenwood, SC | Jul 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- 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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