linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karen Diane Smith

Greenwood Capital Associates, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karen? Claim Your Profile

About Karen Diane Smith

Karen Smith is a registered Investment Advisor Representative (IAR) with Greenwood Capital Associates, LLC. Karen is a licensed Investment Advisor Representative in South Carolina. Karen has over 6 years of experience in the financial services industry and holds the Series 65 license. Karen has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and government entities. Karen specializes in retirement planning, education, and investment management.

Firm Information

Karen Smith 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karen Smith’s Registration & Firm History

SC

01/01/2019 - Present

Greenwood Capital Associates, LLC (GREENWOOD SC)

Not sure if Karen Diane Smith is right for you?

Licenses & Designations

IA

Issued 12/31/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Diane Smith.
Not sure if Karen Diane Smith is right for you?