Brian Lanier Disher

Employer firm

Greenwood Capital Associates, LLC CRD 115015

$1.77B regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Greenwood Capital Associates, Llc
  Greenwood, SC

Previous Registrations

• 2009-01-08 → 2010-03-08
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC
• 2007-08-03 → 2008-12-26
  Ubs Financial Services Inc.
  Greenville, SC
• 2002-08-06 → 2007-08-13
  Citigroup Global Markets Inc.
  Greenville, SC
  Greenville, SC

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-19
• S63 Uniform Securities Agent State Law Examination
  2002-06-28

Designations

• Certified Financial Planner