Olivia
Baffour
Captrust
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About this Advisor
Olivia Baffour is a financial advisor based in Greenville, South Carolina, working with Captrust. Olivia has previously held positions at M Holdings Securities, Inc, Foster Victor Wealth Advisors, Republic Finance, Cerulean Aviation, Td Bank, School, Greenville Marriott, Captrust - Dba Strategic Advisor Group, and Capfinancial Partners LLC (Captrust). Olivia has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Olivia is part of Captrust, which operates out of Greenville, South Carolina. The firm has 96 offices and 1,723 employees. Captrust manages assets totaling $1.1 trillion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. Captrust offers asset-based, hourly, and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$1,083,051,008,644
1,723
127,387
$8,502,053
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Olivia Baffour Work History
M Holdings Securities, Inc
Captrust - Dba Strategic Advisor Group
Capfinancial Partners LLC (Captrust)
Greenville Marriott
Foster Victor Wealth Advisors
Republic Finance
Cerulean Aviation
Td Bank
School
Disclosures
Please visit the SEC profile of Olivia Baffour 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 Captrust
Woodland Hills, CA
Carbondale, CO
Charlotte, NC
Boerne, TX
Brentwood, TN
Helotes, TX
Boston, MA
Brentwood, TN
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