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Ccm Investment Advisers, LLC CRD 105743
$1.55B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1201 Main Street Suite 1910, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-05-31 |
Branch Locations
1201 Main Street Suite 1910, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbia | SC | 05/2012 | 11/2016 |
| Wells Fargo Bank N.A. | Columbia | SC | 02/2010 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 11/2016 | 05/2017 |
| Synovus Bank | Columbia | SC | 05/2017 | Present |
| Synovus Securities, Inc. | Columbia | SC | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-12 |
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