Greenville Investment Advice

New Investors in the Last 45 Days

ASE Advisory Group

9 Buena Vista Way, Ste B
Greenville, SC 29615

1 2 Rusty Cagle, M.S., MPAS, CFP®, CRPC®,CAP™

864-254-0032

Member Since: 2007

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Ashford Financial Group

1 Cayanne Ct
Greer, SC 29651

John P. Ashford, CLTC, AIF

864-407-2921

Member Since: 2010

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Associated Receivables Funding

126 Millport Cir
Greenville, SC 29607

1 2 Brian Holden

864-250-2107

Member Since: 1997

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Bank of America

101 N. Main St., Ste. 700
Greenville, SC 29601

1 2 Stacy . Brandon

864-271-5995

Member Since: 1955

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Bank of Travelers Rest

42 Plaza Dr
Travelers Rest, SC 29690

1 2 Eric Wall

864-834-6199

Member Since: 1978

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Bank of Travelers Rest

217-B E Washington St
Greenville, SC 29601

Randy L Bell

864-282-2322

Member Since: 2015

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Bank of Travelers Rest

2021 N Pleasantburg Dr
Greenville, SC 29609

1 2 Donna DeBrew

864-834-6210

Member Since: 2015

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Bank of Travelers Rest

201 Pelham Rd
Greenville, SC 29615

Alan Baird

864-660-7603

Member Since: 2015

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BB& T Scott & Stringfellow, Inc.

2 W Washington St, 8th Floor
Greenville, SC 29601

Paul Bopp

864-233-3655

Member Since: 2003

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BB&T

2 W Washington St, Ste 800
Greenville, SC 29601

1 2 Jon Chilton

864-242-3334

Member Since: 1973

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Black Harbor Wealth Management

404 Parker Ivey Dr
Greenville, SC 29607

1 2 Sam Dixon

864-882-9859

Member Since: 2016

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BNC Bank

550 E McBee Ave
Greenville, SC 29601

1 2 Edward Stein

864-312-4114

877-842-4180

Member Since: 2009

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BNC Bank - Augusta St

1111 Augusta St
Greenville, SC 29605

1 2 John Runion

864-315-1360

877-842-4180

Member Since: 2016

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BNC Bank - Laurens Rd

2415 Laurens Rd
Greenville, SC 29607

864-234-5556

877-842-4180

Member Since: 2016

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BNC Bank - Pelham Road

3900 Pelham Rd
Greenville, SC 29615

1 2 J. T. Greene

864-315-1047

877-842-4180

Member Since: 2016

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Cambridge Financial & Insurance Group

35 Brendan Way, Ste D
Greenville, SC 29615

1 2 Darlye Hert

864-272-0923

Member Since: 2011

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Capital Deployment, LLC

28 E Court St
Greenville, SC 29601

1 2 Charlie Mickel

Unlisted

Member Since: 2014

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Carolina Foothills Federal Credit Union

1609 E North St
Greenville, SC 29607

1 2 Donna Edens

864-282-1984

Member Since: 2008

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Colonial Trust Co.

PO Box 2817
Greenville, SC 29602 2817

1 2 Camp Wynn

864-370-0737

Member Since: 1997

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Corporate Investigation Bureau, Inc.

555 N Pleasantburg Dr, Ste 150
Greenville, SC 29607

1 2 William A. Dantin, IV

800-263-9862

Member Since: 2008

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Countybank

201 W McBee Ave
Greenville, SC 29601

1 2 Marko Huttunen

864-335-2400

Member Since: 2006

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CPM Federal Credit Union

1270 E Butler Rd
Greenville, SC 29607

1-800-255-1513

Member Since: 2007

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CPM Federal Credit Union

1270 E. Butler Rd.
Greenville, SC 29607

864-458-7676

Member Since: 2007

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Edward Jones - Berra Byrd

125 Woodruff Place Circle, Ste C
Simpsonville, SC 29681

Donna Sears

864-288-9325

Member Since: 2014

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Edward Jones - Celinda Marshall

787F E Butler Rd
Mauldin, SC 29662

Celinda Marshall

864-322-2057

Member Since: 2015

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Edward Jones - Corey Phillips

1904 Roper Mountain Rd, Ste D
Greenville, SC 29615

Corey Phillips

864-284-9981

Member Since: 2015

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Edward Jones - Dan Egerdahl

27 S Pleasantburg Dr, Ste 50
Greenville, SC 29607

Dan Egerdahl

864-255-5014

Member Since: 2014

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Edward Jones - Dustin Shirah

198 Roper Mountain Rd. Ext; Ste A
Greenville, SC 29615

Dustin Shirah

864-234-7840

Member Since: 2015

401k Roll Over, IRA, Retirement Planning, Small Business Retirement Plans

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Edward Jones - Kevin Wilmot

38 Ray E Talley Ct. Ste D
Simpsonville, SC 29680

Kevin Willmot

864-963-9828

Member Since: 2015

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Edward Jones - Paul Valentine

19 Halton Way
Greenville, SC 29607

Paul Valentine

864-268-6616

Member Since: 2015

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Edward Jones - Tim Hall

1088 N Church St, Ste 2
Greenville, SC 29601

Tim Hall

864-233-1103

Member Since: 2015

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Edward Jones - Zach Haddan

800 E Washington St, Ste E
Greenville, SC 29601

Zach Haddan

864-232-6713

Member Since: 2015

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Erwin Maddrey

233 N Main St, Ste 200
Greenville, SC 29601

Erwin Maddrey

864-232-8301

Member Since: 2011

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Family Legacy, Inc.

104 Broadus Ave
Greenville, SC 29601

1 2 Chris Brown

864-233-0808

Member Since: 1995

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FinTrust Investment Advisors, LLC

124 Verdae Blvd, Ste 504
Greenville, SC 29607

Allen R. Gillespie, CFA®

864-288-2849

Member Since: 2007

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Flynn Wealth Management

125 The Parkway, Ste 500
Greenville, SC 29615

864-968-2319

Member Since: 2013

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Global Lending Services, LLC

1200 Brookfield Blvd, #300
Greenville, SC 29607

864-385-6461

Member Since: 2012

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Global View Investment Advisors

420 E Park Ave, Ste 303
Greenville, SC 29601

Joe E. Hines, Jr.

864-272-0820

Member Since: 2013

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Godsey & Gibb Wealth Management

40 W Broad St, Ste 350
Greenville, SC 29601

1 2 Dan Savage

864-312-5130

Member Since: 2011

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Greenville Federal Credit Union

1501 Wade Hampton Blvd
Greenville, SC 29609

1 2 Matt Tebbetts

864-235-6309

Member Since: 1994

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Greenwood Capital Associates, LLC

201 W McBee Ave
Greenville, SC 29601

Brian Disher

864-941-4049

Member Since: 2010

Greenwood Capital provides tailored advisory and financial planning solutions to high net worth individuals, families and foundations.

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Greyrock Accounting

135 S Main St, Ste 701
Greenville, SC 29601

1 2 Scott Wigginton

864-662-7667

Member Since: 2010

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Hilbert Financial Group, LLC

20 Roper Corners Circle, Ste A1
Greenville, SC 29615

Alex Hilbert

864-627-3119

Member Since: 2015

Hilbert Financial Group is a registered investment advisor located in Greenville, South Carolina. As fiduciaries, the interests of our clients come first. HFG provides discretionary trading, investing and money management services as well as comprehensi

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Hilliard Lyons

201 W McBee Ave, Ste 401
Greenville, SC 29601 5200

1 2 Sam Hershberger

864-467-0007

Member Since: 1998

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Huddleston & Associates, A Private Wealth Advisory Practice of Ameriprise Financial

862 S Pleasantburg Dr, Ste E
Greenville, SC 29607

1 2 Michele Huddleston

864-250-3000

Member Since: 2011

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Investi-Net

511 Rhett St, Ste 1-A
Greenville, SC 29601

1 2 Brice Smith

864-642-1919

Member Since: 2012

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Longevity Asset Management

1944 Hendersonville Rd, Ste B1-L
Asheville, NC 28803

Zach Fleming

828-225-1890

Member Since: 2017

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Markel Valuation, PC

104 Moultrie St
Greenville, SC 29605

John R. Markel

864-277-9921

Member Since: 2013

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Merrill Lynch Wealth Management

300 N Main St, Ste 301
Greenville, SC 29601

1 2 Daniel Greene

864-298-0800

Member Since: 1974

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Micco, LLC

28 E Court St
Greenville, SC 29601

864-271-7171

Member Since: 1983

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Muncaster Financial Group, In

411 University Ridge, Ste 100
Greenville, SC 29601

Richard H. Muncaster, RIA, LUTC

864-527-0434

Member Since: 2013

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NFP

80 International Dr, Ste 425
Greenville, SC 29615

Patricia Reavis

864-751-2345

Member Since: 1983

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Northwestern Mutual Wealth Management Company

501 E McBee Ave, Ste 101
Greenville, SC 29601

1 2 Don S. Clardy

864-232-2881

Member Since: 2007

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OnPoint CFO & Controller Services

411 University Ridge
Greenville, SC 29601

1 2 Brian Clark

864-232-9840

Member Since: 2009

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Parallel Financial Partners

511 Rhett St, Ste 2-A
Greenville, SC 29601

1 2 Anthony R. Mahfood

864-385-7999

Member Since: 2013

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PlanFIRST

9 Halton Green Way
Greenville, SC 29607

864-233-7405

Member Since: 2016

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PNC Bank

531 S Main St, Ste 100
Greenville, SC 29601

1 2 Tommy Flinn

864-282-1667

Member Since: 2012

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Prudential Financial

2000 Center Point Rd, Ste 2225
Columbia, SC 29210 9685

1 2 Monty Shealy

803-250-4786

Member Since: 1996

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Raymond James & Associates

310 The Parkway
Greer, SC 29650

1 2 Lynn Faust

864-968-3800

Member Since: 2013

At the Greenville Complex of Raymond James, you'll discover a high level of service and a wealth of expertise, from specialists in retirement planning to investment analysts.

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Raymond James & Associates

112 Haywood Rd
Greenville, SC 29607

1 2 Courtland Williams

864-289-2100

Member Since: 2011

At the Greenville Complex of Raymond James, you'll discover a high level of service and a wealth of expertise, from specialists in retirement planning to investment analysts.

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Raymond James & Associates, Inc.

101 Falls Park Dr, Ste 600
Greenville, SC 29601

1 2 Brian Albers

864-370-2050

Member Since: 1992

At the Greenville Complex of Raymond James, you'll discover a high level of service and a wealth of expertise, from specialists in retirement planning to investment analysts.

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Regional Management Corporation

979 Batesville Rd, Ste B
Greer, SC 29651

864-448-7000

Member Since: 1996

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Regions Bank

2565 Woodruff Rd
Simpsonville, SC 29681

1 2 Heather Volz

864-289-2201

Member Since: 2015

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Regions Bank

652 Haywood Rd
Greenville, SC 29607

1 2 Roslyn Gilstrap

864-297-0355

Member Since: 2015

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Regions Bank

101 E Washington St
Greenville, SC 29601

1 2 Beth Waters

864-235-0354

Member Since: 2015

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Regions Bank

290 S Pleasantburg Dr
Greenville, SC 29607

Michelle Dodge

864-420-6483

Member Since: 1984

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Resurgent Capital Services

55 Beattie Place, Ste 110
Greenville, SC 29601

1 2 Dan Picciano

864-248-8761

Member Since: 1999

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Reynolds Investment Management, Inc.

27 Cleveland St, Ste 202
Greenville, SC 29601

1 2 Tom Reynolds

864-232-8670

Member Since: 2008

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SC Telco Federal Credit Union

420 E Park Ave, Ste 100
Greenville, SC 29601

864-232-5588

Member Since: 1985

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Sims & Karr Financial Solutions

304 N Main St
Greer, SC 29650

1 2 Roger Sims

864-879-0337

Member Since: 2010

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South State Bank

3622 Pelham Rd
Greenville, SC 29615

1 2 Emily Dean

864-254-9460

Member Since: 2009

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South State Bank

200 E Broad St, Ste 100
Greenville, SC 29601

Mike Coggin

864-250-4455

Member Since: 2002

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South State Bank

1 Five Forks Plaza Ct
Simpsonville, SC 29681

Kirk Bevan

864-527-2963

Member Since: 2009

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South State Bank (formerly South Carolina Bank and Trust)

1006 E Butler Rd
Greenville, SC 29607

1 2 Emily Dean

864-267-6333

Member Since: 2009

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Southern First Bank

100 Verdae Blvd, Ste 100
Greenville, SC 29607

1 2 R. Arthur Seaver, Jr.

864-679-9000

Member Since: 2000

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State Farm Agency - James Owens

2503 Wade Hampton Blvd
Greenville, SC 29615

864-268-0311

Member Since: 1999

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Suntrade Financial LLC

3523 Pelham Rd, Ste A
Greenville, SC 29615 4187

1 2 Sunny K. Handa

864-509-1700

Member Since: 2013

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SunTrust - McBee Avenue

300 E McBee Ave
Greenville, SC 29601

1 2 Yolanda Scott-Boone

864-255-7000

Member Since: 1955

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The Capital Corporation

84 Villa Rd
Greenville, SC 29615

1 2 Reschin Moore

864-672-8400

Member Since: 2014

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The Legacy Group

1200 Woodruff Rd, Bldg A-3
Greenville, SC 29607

1 2 Felicia Douglas

888-910-9889

Member Since: 2010

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Truliant Federal Credit Union

3621 Pelham Rd
Greenville, SC 29615

1 2 Neil Garrett

864-627-1125

Member Since: 2014

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United Community Bank

306 E North St
Greenville, SC 29601

1 2 Michelle Seaver

864-255-7960

Member Since: 1980

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USA Risk Group of South Carolina

3 Caledon Ct, Ste A
Greenville, SC 29615

Adam Forstot

877-872-7475

Member Since: 2011

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Waddell & Reed

75 Beattie Place, Suite 1020
Greenville, SC 29601

1 2 Stacie Wallice

864-239-0597

Member Since: 2007

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Wagner Wealth Management

3 Legacy Park Rd Ste A
Greenville, SC 29601

864-236-4706

Member Since: 2012

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Wells Fargo

15 S Main St, D-3310-036
Greenville, SC 29601

1 2 Brian Rogers

864-255-8370

Member Since: 1955

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Wells Fargo Advisors, LLC

35 W Court St
Greenville, SC 29601

1 2 Brian Snyder

864-232-5621

Member Since: 1977

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New Investors in the Last 45 Days

Greenville Investment Advice