Best Investors Account Sign in
Inactive

Richard Joseph Linden

Ccm Investment Advisers, LLC

Columbia, SC

CRD 5138711

Claim This Profile
Employer firm

Ccm Investment Advisers, LLC CRD 105743

$1.55B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Ccm Investment Advisers, Llc

1201 Main Street Suite 1910, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-07-26
  • SC RA
    APPROVED
    Since 2024-07-26

Branch Locations

1201 Main Street Suite 1910, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synovus Securities, Inc. Columbia SC 01/2016 01/2020
Synovus Trust Company Columbia SC 01/2014 01/2020
South State Advisory Columbia SC 01/2020 07/2024
Ccm Investment Advisers, Llc Columbia SC 07/2024 Present
  • 01/2016 → 01/2020
    Synovus Securities, Inc.
    Columbia, SC
  • 01/2014 → 01/2020
    Synovus Trust Company
    Columbia, SC
  • 01/2020 → 07/2024
    South State Advisory
    Columbia, SC
  • 07/2024 → Present
    Columbia, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-01
S66 Uniform Combined State Law Examination 2009-08-07
  • S65 Uniform Investment Adviser Law Examination
    2020-02-01
  • S66 Uniform Combined State Law Examination
    2009-08-07
Other Names
  • Richard Joseph Linden
  • Richard Linden

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Columbia, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor