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BD

Brian L. Disher

GREENWOOD CAPITAL ASSOCIATES
GREENVILLE, SC 29601
Some features on this profile are disabled
CRD#: 4535814
BD

Professional summary

Brian Lanier Disher, CFP® is a registered financial advisor currently at GREENWOOD CAPITAL ASSOCIATES, LLC located in Greenville, South Carolina.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DACC, LLC NON-INVESTMENT-RELATED 207 BELMONT STAKES WAY GREENVILLE SC 29615 SERVES AS A MEANS TO BUY PROPERTY AND CURRENTLY HOLDS ONE PIECE OF LAKE PROPERTY IN SOUTH CAROLINA NO TITLE OR POSITION DUTIES-MAIL IN MONTHLY MORTGAGE PAYMENT START 01/2008 1 HOUR PER MONTH ZERO TIME DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lanier Disher's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

March 22, 2010 - Present

GREENWOOD CAPITAL ASSOCIATES, LLC

Office #1: 201 West Mcbee Avenue Suite 300, Greenville, SC 29601
RIA
CRD#: 115015
GREENVILLE, SC
Past

January 8, 2009 - March 8, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
CHARLOTTE, NC
Past

January 8, 2009 - March 8, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
CHARLOTTE, NC
Past

August 3, 2007 - December 26, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
GREENVILLE, SC
Past

August 3, 2007 - December 26, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
GREENVILLE, SC
Past

August 6, 2002 - August 13, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
GREENVILLE, SC
Past

June 21, 2002 - August 13, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
GREENVILLE, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GREENWOOD CAPITAL ASSOCIATES, LLC
GCA | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD CAPITAL | GCA WEALTH | GCA INVESTMENTS

CRD#: 115015 / SEC#: 801-60493

RIA
Registered Investment Advisory firm - (9/5/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(6/5/2018)
IAR
California
(11/26/2024)
IAR
Florida
(6/22/2018)
IAR
Georgia
(6/25/2018)
IAR
North Carolina
(6/5/2018)
IAR
South Carolina
(3/22/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/19/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/28/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/2/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/2002
General Securities Representative Examination

Current Firm

GC
GREENWOOD CAPITAL ASSOCIATES, LLC
GCA | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD CAPITAL | GCA WEALTH | GCA INVESTMENTS

CRD#: 115015 / SEC#: 801-60493

RIA
Registered Investment Advisory firm - (9/5/2001 Approved)
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Contact information

Main Address
425 Main Street Suite 100, Greenwood, SC 29646-2741
Mailing Address
Post Office Box 3181, Greenwood, SC 29648-3181
Phone number
(864) 941-4049
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025_8_4 FORM ADV 2A AND 2B (8/4/2025)

Regulatory assets under management

Total Number of Accounts706
AUM (Assets Under Management)$ 1,668,008,480

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREENWOOD CAPITAL ASSOCIATES, LLC

CRD#: 115015Greenville, SC 29601

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