Greenwood Capital Associates, LLC

Investment Advisor
in Greenwood, SC

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About this Advisor

Denise Lollis is a financial advisor who works in Greenwood, South Carolina who has 5 years of industry experience. Lollis is on the advisory team at Greenwood Capital Associates, LLC. During their career, Lollis has held roles at Greenwood Capital Associates and Countybank. Lollis has a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in South Carolina. Greenwood Capital Associates, LLC is a registered investment firm that has its headquarters in Greenwood, SC. It has a total of 20 financial advisors. It has $1 billion in assets under management among its 682 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 32 charities and foundations. Of its 682 customer accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Fees charged by financial advisors vary depending on the services provided. However, fees billed by Greenwood Capital Associates, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Others

Office Location

425 Main Street Suite 100
Greenwood, SC 29646-2741

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Greenwood Capital Associates, LLC Brokerage Details

Total Assets Under Management


SC Average: $646,059,043
Total Number of Employees


SC Average: 13
Total Number of Accounts


SC Average: 661
Average Account Size


SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Denise Lollis Work History

Denise has been registered as a financial advisor for 5 years.*

2013 - Present (11 years)

Greenwood Capital Associates

1993 - 2013 (20 years)


*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Denise Lollis 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

John Proctor
Greenville, SC
Walter Todd
Greenville, SC
John Decker
Greenville, SC
Brian Disher
Greenville, SC
Justin Bartanus
Greenville, SC
William Coxe
Greenville, SC
Karen Symmes
Greenwood, SC
John Wiseman
Greenwood, SC

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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