Fintrust Investment Advisory Services, LLC

Fintrust Investment Advisory Services, LLC (CRD# 139887) is a financial advisory firm headquartered in Greenville, SC. They manage $315,812,000 in 700 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $451,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
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.

CA, CO, FL, GA, LA, NC, NH, SC, TX

Financial Advisors at Fintrust Investment Advisory Services, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Paul M. Gordon
CRD#: 4984712
124 Verdae Blvd, Suite 504, Greenville, SC 29607
96
Wealthminder
score

Paul Gordon (CRD# 4984712) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 11 years of experience in the finance industry. Paul Gordon 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.

2
Douglas E. Myers
CRD#: 1222302
8940 Nesbit Lakes Drive, Alpharetta, GA 30022
96
Wealthminder
score

Douglas Myers (CRD# 1222302) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Alpharetta, GA and has over 31 years of experience in the finance industry. Douglas Myers 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
Archibald Hardy
CRD#: 5111420
Columbia, SC
93
Wealthminder
score

Archibald Hardy (CRD# 5111420) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Columbia, SC and has over 14 years of experience in the finance industry.

4
Jonathan E. Stano
CRD#: 5360074
124 Verdae Blvd, Suite 504, Greenville, SC 29607
93
Wealthminder
score

Jonathan Stano (CRD# 5360074) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 4 years of experience in the finance industry. Jonathan Stano 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.

5
David E. Lewis
CRD#: 6154168
124 Verdae Blvd, Suite 504, Greenville, SC 29607
92
Wealthminder
score

David Lewis (CRD# 6154168) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 3 years of experience in the finance industry.

6
William B. Kibler
CRD#: 6458229
124 Verdae Blvd, Suite 504, Greenville, SC 29607
88
Wealthminder
score

William Kibler (CRD# 6458229) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has 1 year of experience in the finance industry.

7
Clifford P. Hodge
CRD#: 5539479
124 Verdae Blvd, Suite 504, Greenville, SC 29607
84
Wealthminder
score

Clifford Hodge (CRD# 5539479) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 8 years of experience in the finance industry.

8
Edward F. Blackburn
CRD#: 3207931
124 Verdae Blvd, Suite 504, Greenville, SC 29607
83
Wealthminder
score

Edward Blackburn (CRD# 3207931) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 17 years of experience in the finance industry.

9
William M. Gordon
CRD#: 4234103
124 Verdae Blvd, Suite 504, Greenville, SC 29607
83
Wealthminder
score

William Gordon (CRD# 4234103) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 16 years of experience in the finance industry.

10
William E. Kibler
CRD#: 719977
128 E. Benson Street, Suite A, Anderson, SC 29624
83
Wealthminder
score

William Kibler (CRD# 719977) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Anderson, SC and has over 36 years of experience in the finance industry.

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