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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Ray Bartanus is an investment advisor representative associated with Greenwood Capital Associates, LLC. Justin has been in the industry since July 2018. Justin is licensed in South Carolina. Greenwood Capital Associates, LLC has a main office in Greenwood, South Carolina and another office in Greenville, South Carolina. The firm primarily serves high-net-worth individuals, charitable organizations, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Greenwood Capital Associates, LLC provides advisory services to individuals, businesses and 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,
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SC
11/24/2018 - Present
Greenwood Capital Associates, LLC (GREENVILLE SC)
IA
Issued 11/24/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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