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Brian Lanier Disher

GREENWOOD CAPITAL ASSOCIATES, LLC·GREENWOOD, South Carolina
Series 7, Series 31, Series 63, Series 65Clean record24 years registeredGREENWOOD CAPITAL ASSOCIATES, LLC
425 MAIN STREET, GREENWOOD, SC 29646-2741CRD# 4535814Firm CRD# 115015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Lanier Disher · GREENWOOD, SC
Registration
CRD #4535814 · GREENWOOD CAPITAL ASSOCIATES, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

GREENWOOD CAPITAL ASSOCIATES, LLC
Mar 2010 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Jan 2009 – Mar 2010
CHARLOTTE, NC
UBS FINANCIAL SERVICES INC.
Aug 2007 – Dec 2008
GREENVILLE, SC
CITIGROUP GLOBAL MARKETS INC.
Aug 2002 – Aug 2007
GREENVILLE, SC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · August 6, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015 · SEC 801-60493
AUM
$1.5B
Regulatory assets under management
Employees
19
714 client accounts
Services offered by GREENWOOD CAPITAL ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GREENWOOD CAPITAL ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does Brian Lanier Disher offer?
Brian Lanier Disher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, South Carolina for a consultation.
What are Brian Lanier Disher's credentials?
Brian Lanier Disher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Lanier Disher located?
Brian Lanier Disher is based in GREENWOOD, South Carolina, working with GREENWOOD CAPITAL ASSOCIATES, LLC. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
How does Brian Lanier Disher charge for services?
Brian Lanier Disher's firm is compensated through percentage of aum, subscription fees, other: % of aum for retirement ed/cons/inv mgmt, ref fees, rev share,. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENWOOD CAPITAL ASSOCIATES, LLC?
GREENWOOD CAPITAL ASSOCIATES, LLC has approximately 19 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENWOOD CAPITAL ASSOCIATES, LLC

John Robert Decker
GREENWOOD, SC
James Philip Bell
GREENWOOD, SC
Melissa Dawn Bane
GREENWOOD, SC
Denise Hemingway Lollis
GREENWOOD, SC
John Durham Wiseman
GREENWOOD, SC
Walter Blakely Todd
GREENWOOD, SC

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Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
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Research
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