Cda Group

Cda Group (CRD# 151838) is a financial advisory firm headquartered in Greenville, SC. They manage $480,521,690 in 1,000 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    481
    MILLION
  • Total Number of Accounts
    1,000
    ACCOUNTS
  • Average Account Value
    $480,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX

Financial Advisors at Cda Group
Showing 1 - 3 of 3 top financial advisors.
1
Steven T. Bright
CRD#: 5333933
619 Halton Road, Bldg. 1a, Greenville, SC 29607

Steven Bright (CRD# 5333933) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 7 years of experience in the finance industry.

2
Jeffrey K. Giguere
CRD#: 5700633
619 Halton Road, Building 1a, Greenville, SC 29607

Jeffrey Giguere (CRD# 5700633) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 10 years of experience in the finance industry. Jeffrey Giguere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph D. Schofield
CRD#: 2496116
619 Halton Road, Bldg. 1a, Greenville, SC 29607

Joseph Schofield (CRD# 2496116) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 26 years of experience in the finance industry.

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