AdvisorOS Directory
Claim Profile
JB

James Philip Bell

GREENWOOD CAPITAL ASSOCIATES, LLC·GREENWOOD, South Carolina
Unclaimed Profile
425 MAIN STREET, GREENWOOD, SC 29646CRD# 4330377Firm CRD# 115015
01

About

James Philip Bell is a registered financial advisor based in GREENWOOD, South Carolina, affiliated with GREENWOOD CAPITAL ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GREENWOOD CAPITAL ASSOCIATES, LLC
GREENWOOD CAPITAL ASSOCIATES, LLC
AUM
$1.5B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at GREENWOOD CAPITAL ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,
Regulatory
SEC/IARD CRD# 4330377
Firm CRD# 115015
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD?

Browse all registered financial advisors in GREENWOOD, South Carolina or claim this profile if it's yours.

Browse GREENWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Philip Bell offer?
James Philip Bell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, South Carolina for a consultation.
What are James Philip Bell's credentials?
James Philip Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Philip Bell located?
James Philip Bell 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 James Philip Bell charge for services?
James Philip Bell'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENWOOD
Walter Blakely Todd — GREENWOOD CAPITAL ASSOCIATES, LLCStephen Herbert Akin — AKIN, STEPHEN HERBERTDenise Hemingway Lollis — GREENWOOD CAPITAL ASSOCIATES, LLCTaylor Tenison Stokes — STOKES CAPITAL ADVISORS, LLCJohn Durham Wiseman — GREENWOOD CAPITAL ASSOCIATES, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile