Spencer
Cole
Fintrust Capital Advisors, LLC
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About this Advisor
Spencer Cole is a financial advisor based in Greenville, South Carolina, working with Fintrust Capital Advisors, LLC. Spencer has previously held positions at Shc Golf LLC, Stifel, Nicolaus & Company, Inc, Fintrust Brokerage Services, LLC, and Fintrust Capital Advisors, LLC. Spencer has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Spencer is part of Fintrust Capital Advisors, LLC, which operates out of Greenville, South Carolina. The firm has 2 offices and 35 employees. The firm manages assets totaling $1.7 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 investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Fintrust Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
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Fintrust Capital Advisors, LLC Brokerage Details
$1,743,952,383
35
1,968
$886,155
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Spencer Cole Work History
Fintrust Brokerage Services, LLC
Fintrust Capital Advisors, LLC
Stifel, Nicolaus & Company, Inc
Stifel, Nicolaus & Company, Inc
N/A
Shc Golf LLC
Disclosures
Please visit the SEC profile of Spencer Cole 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 Fintrust Capital Advisors, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Athens, GA
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
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