Wade
Fowler

Greatmark Investment Partners, Inc

CRD#6054979
Investment Advisor
in Columbus, GA

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About this Advisor

Wade Fowler is a financial advisor based in Columbus, Georgia, working with Greatmark Investment Partners, Inc. Wade has previously held positions at Synovus Trust Company, N.A and Greatmark Investment Partners, Inc. Wade has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Wade is part of Greatmark Investment Partners, Inc, which operates out of Columbus, Georgia. The firm has 6 employees and manages assets totaling $794.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Greatmark Investment Partners, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6001 River Rd Suite 300
Columbus, GA 31904-4556

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Greatmark Investment Partners, Inc Brokerage Details

Total Assets Under Management

$794,299,101

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

1,009

GA Average: 1,608
Average Account Size

$787,214

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Wade Fowler Work History

2022 - Present (2 years)

Greatmark Investment Partners, Inc

2013 - 2022 (9 years)

Synovus Trust Company, N.A

Disclosures

Please visit the SEC profile of Wade Fowler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Greatmark Investment Partners, Inc

Wade Fowler
Columbus, GA
Richard Illges
Columbus, GA
Jeffrey Adams
Columbus, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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