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Denise Hemingway Lollis

Greenwood Capital Associates, LLC

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About Denise Hemingway Lollis

Denise Hemingway Lollis is an Investment Advisor Representative associated with Greenwood Capital Associates, LLC, located in Greenwood, South Carolina. Denise is registered with the state of South Carolina. Denise obtained her Series 65 license in 2018. Denise has experience in the financial services industry since July 2013.

Firm Information

Denise Lollis 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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Denise Lollis’s Registration & Firm History

SC

10/06/2018 - Present

Greenwood Capital Associates, LLC (GREENWOOD SC)

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Licenses & Designations

IA

Issued 10/06/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denise Hemingway Lollis.
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