Greenwood Capital Associates, LLC

Greenwood Capital Associates, LLC (CRD# 115015) is a financial advisory firm headquartered in Greenwood, SC. They manage $1,364,808,572 in 682 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,365
    MILLION
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $2,001,186
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Educational seminars/workshops
  • 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.

AL, AZ, FL, GA, LA, NC, NY, SC, TX, VA

Financial Advisors at Greenwood Capital Associates, LLC
Showing 11 - 16 of 16 top financial advisors.
11
John B. Proctor
CRD#: 6592300
201 W Mcbee, Suite 300, Greenville, SC 29601

John Proctor (CRD# 6592300) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 7 years of experience in the finance industry.

12
Karen D. Smith
CRD#: 7005953
425 Main Street, Suite 100, Greenwood, SC 29646

Karen Smith (CRD# 7005953) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 4 years of experience in the finance industry.

13
Walter B. Todd
CRD#: 3262917
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

Walter Todd (CRD# 3262917) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 20 years of experience in the finance industry.

14
John D. Wiseman
CRD#: 2235625
425 Main Street, Suite 100, Greenwood, SC 29646

John Wiseman (CRD# 2235625) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 31 years of experience in the finance industry.

15
Callie M. Bradshaw
CRD#: 7377436
425 Main Street, Suite 100, Greenwood, SC 29646

Callie Bradshaw (CRD# 7377436) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has 1 year of experience in the finance industry.

16
Mark K. Pyles
CRD#: 7441908
425 Main Street, Suite 100, Greenwood, SC 29646

Mark Pyles (CRD# 7441908) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has 1 year of experience in the finance industry.

PREV ... 1 2
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.