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®, Series 63, Series 65
Experience Industry experience
29 years
Location
Abberville, SC
Raymond James Financial
Institution
Timothy Askew is a CFP® certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing 29 years of industry experience. He has held various roles within Raymond James since 2004 and is also involved in several business ventures, including ownership of a firearms sales and manufacturing company and agricultural operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers multiple implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) fees for planning services (specific amounts not clearly stated)
Commissions may be charged for product implementation through separate agreements; IARs may also be registered representatives and earn commissions in those capacities
Hourly rates generally up to $400 per hour for planning and/or investment consulting services
Fee-only: Hourly fees up to $400 per hour, fixed (flat) fees (amount not specified), or percentage of assets under advisement not to exceed 2.25% annually for investment consulting services
Abberville, SC
Abberville SC
Advisors at this office
1
North Carolina · South Carolina · Texas
29 years of industry experience
Askew Family Farm
2013 - Present • 13 years
Abbyville, SC
Raymond James Financial Services Advisors, INC.
2009 - Present • 17 years
Hendersonville, NC
Raymond james Financial Services, Inc.
2004 - Present • 22 years
Hendersonville, NC
Sage Advisory Systems
1999 - Present • 27 years
Hendersonville, NC
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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 with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Greenwood Capital, she worked at E*TRADE Securities and has a background that includes roles in education and hospitality. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, endowments, and government entities. The firm employs an internal Investment Committee to guide its strategies and offers services including discretionary management, model portfolios, and consulting for group retirement plans.
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