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Colin James Burns

Greenwood Capital Associates, LLC

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About Colin James Burns

Colin James Burns is an investment advisor representative with Greenwood Capital Associates, LLC. Colin Burns is registered in South Carolina. Colin Burns has passed the Uniform Investment Adviser Law Examination. Greenwood Capital Associates, LLC provides a variety of investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm's clients include individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Colin Burns is currently registered with Greenwood Capital Associates, LLC. Greenwood Capital Associates, LLC is an investment advisor based in Greenwood, South Carolina. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. They also offer consulting services to retirement plan sponsors. With over $1.49 billion in regulatory assets under management, Greenwood Capital serves a diverse range of clients, including high-net-worth individuals, charitable organizations, state and municipal government entities, corporations, and individuals.
Greenwood Capital Associates, LLC

425 MAIN STREET

GREENWOOD, SC 29646-2741

$1.50B

Assets Under Management

7

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting, consulting to retirement plan sponsors

Consulting, consulting to retirement plan sponsors

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,

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Colin Burns’s Registration & Firm History

SC

10/16/2024 - Present

Greenwood Capital Associates, LLC (GREENWOOD SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin James Burns.
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