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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Macallister Coxe is an investment advisor representative with Greenwood Capital Associates, LLC, based in Greenville, South Carolina. William has over 20 years of experience in the financial services industry and has held previous positions at Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. William specializes in providing financial planning and investment management services to individuals, corporations, and retirement plan sponsors. William is a licensed investment advisor representative in South Carolina and holds the Series 7 and Series 65 licenses.
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,
1
2
SC
12/06/2017 - Present
Greenwood Capital Associates, LLC (GREENVILLE SC)
NY
01/02/2002 - 01/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
07/07/1995 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 03/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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