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
CFP®, ChFC®, Series 63, Series 66
Experience Industry experience
10 years
Location
Lake City, SC 29560-0000
Edward Jones
Institution
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.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Lake City, SC A South Church Street
136 A South Church Street
Lake City SC 29560-0000
Advisors at this office
2
South Carolina · Texas
10 years of industry experience
Edward Jones
2021 - Present • 5 years
St Louis, MO
Protective Life
2015 - 2021 • 6 years
Cincinnati, OH
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 66
Lake City, SC
Ameriprise
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.
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