Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
8 years
Location
Lake City, SC 29560-2414
Ameriprise
Institution
Anthony Holladay is a financial advisor with Ameriprise in Lake City, SC, holding a Series 66 designation and eight years of industry experience. His prior work includes eight years at Edward Jones and three years at Palmetto Engineering and Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a centralized consulting team delivering automated and tailored recommendations.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Lake City, SC John St
212 John St
Lake City SC 29560-2414
Advisors at this office
1
South Carolina · Texas
8 years of industry experience
Ameriprise
2025 - Present • 1 year
Lake City, SC
Edward Jones
2017 - 2025 • 8 years
St Louis, MO
Palmetto Engineering and Consulting
2014 - 2017 • 3 years
Greenville, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Lake City, SC
Fowler Wealth Management
Marion Fowler IV is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently operates Fowler Wealth Management, an independent advisory firm he founded in 2024. Prior to this, he worked at Websterrogers Financial Advisors, LLC for seven years and Edward Jones for four years. Fowler Wealth Management provides fee-based, discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy combined with fundamental analysis, using a range of securities including ETFs, mutual funds, and corporate and government debt, with nearly all assets managed on a discretionary basis.
Series 63, Series 66
Lake City, SC
Edward Jones
David Green is a financial advisor with Edward Jones in Lake City, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of In The Green LLC in Lake City. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
CFP®, ChFC®, Series 63, Series 66
Lake City, SC
Edward Jones
Brandon Green is a financial advisor with Edward Jones in Lake City, SC, holding CFP® and ChFC® designations with 10 years of industry experience. He previously worked at Protective Life for six years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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