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Walter Blakely Todd

Greenwood Capital Associates, LLC

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About Walter Blakely Todd

Walter Blakely Todd is an investment advisor representative at Greenwood Capital Associates, LLC. Walter has been with the firm since 2011. Walter is registered to provide investment advice in Alabama, Florida, Georgia, North Carolina, South Carolina, Texas, and Virginia. Walter has over 20 years of experience in the financial services industry and holds the Series 66 and Series 7 licenses.

Firm Information

Walter Todd 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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Walter Todd’s Registration & Firm History

SC

06/11/2018 - Present

Greenwood Capital Associates, LLC (GREENVILLE SC)

NY

12/07/1999 - 02/19/2002

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/19/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Blakely Todd.
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