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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lanier Disher is a financial advisor at Greenwood Capital Associates, LLC. Brian has over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner and holds Series 7, 31, 63, and 65 licenses. Brian provides financial planning, portfolio management, and retirement planning services to individuals, families, businesses, and charitable organizations. Brian has worked in the industry since 2002. Brian has been registered with Greenwood Capital Associates since March 2010, and previously worked with UBS Financial Services Inc. in Greenville, SC. Brian's experience includes serving as a consultant to retirement plan sponsors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, consulting to retirement plan sponsors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
1
2
SC
03/22/2010 - Present
Greenwood Capital Associates, LLC (GREENVILLE SC)
NC
01/08/2009 - 03/08/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
SC
08/03/2007 - 12/26/2008
UBS FINANCIAL SERVICES INC. (GREENVILLE SC)
SC
06/21/2002 - 08/13/2007
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE SC)
IA
Issued 07/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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