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Greenville Investment Advice
New Investors in the Last 45 Days
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City
ASE Advisory Group
_
9 Buena Vista Way, Ste B
Greenville
,
SC
29615
Rusty Cagle, M.S., MPAS, CFP®, CRPC®,CAP™
864-254-0032
Member Since: 2007
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Ashford Financial Group
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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
Brian Holden
864-250-2107
Member Since: 1997
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Bank of America
_
101 N. Main St., Ste. 700
Greenville
,
SC
29601
Stacy . Brandon
864-271-5995
Member Since: 1955
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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
_
201 Pelham Rd
Greenville
,
SC
29615
Alan Baird
864-660-7603
Member Since: 2015
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Bank of Travelers Rest
_
42 Plaza Dr
Travelers Rest
,
SC
29690
Eric Wall
864-834-6199
Member Since: 1978
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Bank of Travelers Rest
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2021 N Pleasantburg Dr
Greenville
,
SC
29609
Donna DeBrew
864-834-6210
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
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2 W Washington St, Ste 800
Greenville
,
SC
29601
Jon Chilton
864-242-3334
Member Since: 1973
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Black Harbor Wealth Management
_
404 Parker Ivey Dr
Greenville
,
SC
29607
Sam Dixon
864-882-9859
Member Since: 2016
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BNC Bank
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550 E McBee Ave
Greenville
,
SC
29601
Edward Stein
864-312-4114
877-842-4180
Member Since: 2009
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BNC Bank - Augusta St
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1111 Augusta St
Greenville
,
SC
29605
John Runion
864-315-1360
877-842-4180
Member Since: 2016
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BNC Bank - Laurens Rd
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2415 Laurens Rd
Greenville
,
SC
29607
Branch Manager
864-234-5556
877-842-4180
Member Since: 2016
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BNC Bank - Pelham Road
_
3900 Pelham Rd
Greenville
,
SC
29615
J. T. Greene
864-315-1047
877-842-4180
Member Since: 2016
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Cambridge Financial & Insurance Group
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35 Brendan Way, Ste D
Greenville
,
SC
29615
Darlye Hert
864-272-0923
Member Since: 2011
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Capital Deployment, LLC
_
28 E Court St
Greenville
,
SC
29601
Charlie Mickel
Unlisted
Member Since: 2014
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Carolina Foothills Federal Credit Union
_
1609 E North St
Greenville
,
SC
29607
Donna Edens
864-282-1984
Member Since: 2008
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Colonial Trust Co.
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PO Box 2817
Greenville
,
SC
29602 2817
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
William A. Dantin, IV
800-263-9862
Member Since: 2008
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Countybank
_
201 W McBee Ave
Greenville
,
SC
29601
Marko Huttunen
864-335-2400
Member Since: 2006
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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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CPM Federal Credit Union
_
1270 E Butler Rd
Greenville
,
SC
29607
1-800-255-1513
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
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787F E Butler Rd
Mauldin
,
SC
29662
Celinda Marshall
864-322-2057
Member Since: 2015
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Edward Jones - Corey Phillips
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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
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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
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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
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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
Chris Brown
864-233-0808
Member Since: 1995
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Flynn Wealth Management
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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
Dan Savage
864-312-5130
Member Since: 2011
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Greenville Federal Credit Union
_
1501 Wade Hampton Blvd
Greenville
,
SC
29609
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
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
_
300 N Main St, Ste 401
Greenville
,
SC
29601 5200
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
Michele Huddleston
864-250-3000
Member Since: 2011
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Investi-Net
_
511 Rhett St, Ste 1-A
Greenville
,
SC
29601
Brice Smith
864-642-1919
Member Since: 2012
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Longevity Asset Management
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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
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
Don S. Clardy
864-232-2881
Member Since: 2007
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OnPoint CFO & Controller Services
_
411 University Ridge
Greenville
,
SC
29601
Brian Clark
864-232-9840
Member Since: 2009
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Parallel Financial Partners
_
511 Rhett St, Ste 2-A
Greenville
,
SC
29601
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
Tommy Flinn
864-282-1667
Member Since: 2012
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Prudential Financial
_
2000 Center Point Rd, Ste 2225
Columbia
,
SC
29210 9685
Monty Shealy
803-250-4786
Member Since: 1996
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Raymond James & Associates
_
112 Haywood Rd
Greenville
,
SC
29607
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
_
310 The Parkway
Greer
,
SC
29650
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, Inc.
_
101 Falls Park Dr, Ste 600
Greenville
,
SC
29601
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
_
101 E Washington St
Greenville
,
SC
29601
Beth Waters
864-235-0354
Member Since: 2015
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Regions Bank
_
652 Haywood Rd
Greenville
,
SC
29607
Roslyn Gilstrap
864-297-0355
Member Since: 2015
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Regions Bank
_
2565 Woodruff Rd
Simpsonville
,
SC
29681
Heather Volz
864-289-2201
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
Dan Picciano
864-248-8761
Member Since: 1999
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Reynolds Investment Management, Inc.
_
27 Cleveland St, Ste 202
Greenville
,
SC
29601
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
Roger Sims
864-879-0337
Member Since: 2010
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South State Bank
_
3622 Pelham Rd
Greenville
,
SC
29615
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
Emily Dean
864-267-6333
Member Since: 2009
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Southern First Bank
_
100 Verdae Blvd, Ste 100
Greenville
,
SC
29607
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
Sunny K. Handa
864-509-1700
Member Since: 2013
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SunTrust - McBee Avenue
_
300 E McBee Ave
Greenville
,
SC
29601
Yolanda Scott-Boone
864-255-7000
Member Since: 1955
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The Capital Corporation
_
84 Villa Rd
Greenville
,
SC
29615
Reschin Moore
864-672-8400
Member Since: 2014
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The Legacy Group
_
1200 Woodruff Rd, Bldg A-3
Greenville
,
SC
29607
Felicia Douglas
888-910-9889
Member Since: 2010
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Truliant Federal Credit Union
_
3621 Pelham Rd
Greenville
,
SC
29615
Neil Garrett
864-627-1125
Member Since: 2014
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United Community Bank
_
306 E North St
Greenville
,
SC
29601
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
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
Brian Rogers
864-255-8370
Member Since: 1955
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Wells Fargo Advisors, LLC
_
35 W Court St
Greenville
,
SC
29601
Brian Snyder
864-232-5621
Member Since: 1977
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