Greenwood Capital Associates, LLC
Greenwood Capital Associates, LLC (CRD# 115015) is a financial advisory firm headquartered in Greenwood, SC. They manage $1,349,564,372 in 917 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,350MILLION
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Total Number of Accounts917ACCOUNTS
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Average Account Value$1,471,717
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, FL, GA, LA, NC, SC, TX, VA
Melissa Bane (CRD# 6200088) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has 1 year of experience in the finance industry. Melissa Bane 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.
Justin Bartanus (CRD# 7005996) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 2 years of experience in the finance industry.
Claud Bond (CRD# 5608928) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 17 years of experience in the finance industry.
John Cooper (CRD# 2806530) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 23 years of experience in the finance industry. John Cooper 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.
William Coxe (CRD# 2620753) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 25 years of experience in the finance industry.
John Decker (CRD# 6004461) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has 1 year of experience in the finance industry.
Brian Disher (CRD# 4535814) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 18 years of experience in the finance industry. Brian Disher 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.
David Halloran (CRD# 1455336) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 34 years of experience in the finance industry.
Denise Lollis (CRD# 6261160) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 2 years of experience in the finance industry.
John McAlhany (CRD# 4330373) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 11 years of experience in the finance industry.