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 63, Series 65
Experience Industry experience
35 years
Location
Greenwood, SC 29646
Equitable Advisors
Institution
Charles Drake Jr. is a financial advisor with Equitable Advisors in Greenwood, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he acts as a power of attorney for a family member. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers advisory services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Greenwood, SC
301 A. Main Street
Greenwood SC 29646
Advisors at this office
1
South Carolina · Texas
35 years of industry experience
Equitable Advisors
1999 - Present • 27 years
New York, NY
AXA Advisors, LLC
1999 - 2020 • 21 years
New York, NY
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.
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:
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.
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.
CFA®, Series 63, Series 65
Greenwood, SC
Stokes Capital Advisors, LLC
Taylor Stokes is the sole advisor at Stokes Capital Advisors, LLC in Greenwood, SC. He holds the CFA® designation and has 10 years of industry experience. In addition to his advisory role, he owns Paradiddle Properties, LLC, which manages the office building leased by his firm. Stokes Capital Advisors provides portfolio management and investment consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes dividend-growth equity selection combined with strategic asset allocation and conducts regular portfolio reviews, managing approximately $499 million across 277 client relationships.
CFP®, Series 63, Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
John Cooper is a CFP® with 10 years of industry experience and has been with Greenwood Capital Associates, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cooper is a joint owner and property manager of Midtown Property Management, LLC, where he spends several hours monthly coordinating rental property services. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and institutional investment services, overseen by an internal Investment Committee employing fundamental, technical, and risk analyses.
CFP®, Series 63, Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
Brian Disher is a CFP® professional with 24 years of industry experience, currently serving at Greenwood Capital Associates, LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Disher is involved with DACC, LLC, a non-investment-related entity that holds a piece of lake property in South Carolina. Greenwood Capital Associates is an SEC-registered investment advisory firm offering financial planning and portfolio management to individuals, families, and institutional clients, including foundations and municipal entities. The firm employs a multi-team approach with a dedicated Wealth team and Investment Managers, utilizing fundamental, technical, and cyclical analysis to oversee discretionary management and customized investment strategies.
Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
Karen Smith is a financial advisor with Greenwood Capital Associates, LLC, holding a Series 65 designation and seven years of industry experience. She has been with Greenwood Capital Associates since 2016. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and retirement guidance through a team-based approach supported by an internal Investment Committee that employs fundamental and technical analysis in its strategies.
Series 65
Greenwood, SC
Greenwood Capital Associates, LLC
Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Wallick Investments, Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, and Presbyterian College. Greenwood Capital Associates is an SEC-registered firm that provides financial planning and portfolio management services to individuals, families, and institutional clients such as foundations, endowments, trusts, healthcare providers, and government entities. The firm employs a multi-disciplinary investment approach overseen by an internal Investment Committee and offers discretionary management, model portfolios, and third-party platform management for retirement plan assets.
Series 65, Series 63
Greenwood, SC
Greenwood Capital Associates, LLC
Callie Roper is a financial advisor at Greenwood Capital Associates, LLC, holding Series 65 and Series 63 licenses, with four years of industry experience. Prior to joining Greenwood Capital, she worked at E*TRADE Securities LLC and has a background that includes roles outside finance, such as positions at Marco’s Pizza and Inn on The Square. Greenwood Capital Associates is an SEC-registered firm providing financial planning and portfolio management to individuals, families, and institutional clients. The firm employs a team-based approach with a focus on fundamental, technical, cyclical, and active-risk analysis to offer a range of investment management services and retirement guidance.
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