Callie
Bradshaw
Greenwood Capital Associates, LLC
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About this Advisor
Callie Bradshaw is a financial advisor based in Greenwood, South Carolina, working with Greenwood Capital Associates, LLC. Callie has previously held positions at E*Trade Securities LLC, Marco's Pizza, Clemson University, Greenwood High School, Inn On The Square, and Greenwood Capital. Callie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Callie is part of Greenwood Capital Associates, LLC, which operates out of Greenwood, South Carolina. The firm has one office and 19 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Greenwood Capital Associates, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Greenwood Capital Associates, LLC Brokerage Details
$1,495,477,486
19
714
$2,094,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Callie Bradshaw Work History
Greenwood Capital
E*Trade Securities LLC
Marco'S Pizza
Clemson University
Inn On The Square
Greenwood High School
Disclosures
Please visit the SEC profile of Callie Bradshaw 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 Greenwood Capital Associates, LLC
Greenwood, SC
Greenville, SC
Greenwood, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
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