INDEX
CONSTRUCTION
REAL ESTATE
MEDICAL & HEALTH CARE
HOSPITALITY
MANUFACTURING & AVIATION
CORPORATE WORLD
FINANCIAL SERVICES
EDUCATION
BUSINESS SERVICES
Book of Lists 2017
54
Financial Brokerage Firms Ranked by No. of Licensed Brokers in the Upstate Company
Phone / Website
Top Local Official(s) / Year Founded
Brokers / Employees
Sandlapper Wealth Management LLC 800 E. North St. Greenville, SC 29601
864-679-4701 www.sandlapperwealth.com
Mark E. Reinstein 2012
7 12
Asset management, financial management, financial planning, money management, retirement planning
Ameriprise Financial Services Inc. 201 E. Camperdown Way Greenville, SC 29601
864-239-0393 www.ameripriseadvisors.com
James D. Bennett Jr., James H. Barnes Jr. 1982
6 9
Accounts, annuities/life insurance, asset management, commodities, financial management, financial planning, government bonds, money funds, money management, municipal bonds, mutual funds, options, retirement planning
First Citizens Investor Services 325 W. McBee Ave. Greenville, SC 29601
803-931-1691 www.firstcitizens.com
Robert E. Spires Jr. 1994
6 10
Accounts, annuities/life insurance, asset management, financial planning, government bonds, money funds, municipal bonds, mutual funds, retirement planning, stocks, 529 plans
Wagner Wealth Management 3 Legacy Park Dr., Suite A Greenville, SC 29607
864-236-4706 www.wagnerwealthmanagement.com
Dan Wagner, Jeff Herman 2007
6 11
Asset management, financial management, financial planning, money management
Novus Advisors 14 S. Main St., Suite 200 Greenville, SC 29601
864-272-3579 www.novusadvisors.com
Jennifer Belshe, Chris Connelly 2011
5 5
Accounts, annuities/life insurance, asset management, financial management, financial planning, money management, mutual funds, retirement planning, wealth management, 401(k) investment management, collective investment funds
Suntrade Fintrade Financial LLC 3523 Pelham Road, Suite A Greenville, SC 29615
864-346-7878 www.massmutual.com
Sunny K. Handa 2007
5 5
Accounts, annuities/life insurance, asset management, financial management, financial planning, government bonds, money funds, money management, municipal bonds, mutual funds, options, retirement planning, trust services, Business evaluation services, family business specialist
SwaimBrown Wealth Management LLC 301 North Broad St. Clinton, SC 29325
864-833-4450 www.swaimbrown.com
David F. Ramage 1999
4 6
Asset management, financial management, financial planning, retirement planning
Sandlapper Insurance Services LLC 800 E. North St., Second Floor Greenville, SC 29601
864-679-4701 www.sandlapperinsurance.com
Christopher Wells 2011
3 10
Annuities/life insurance, financial management, retirement planning
Stifel 114 East Benson Anderson, SC 29624
864-225-7177 www.stifel.com
Marvin "Sonny" Slaughter, Daniel B. Bufkin 1890
3 5
Accounts, annuities/life insurance, asset management, commodities, financial management, financial planning, government bonds, money funds, money management, municipal bonds, mutual funds, options, retirement planning, trust services, underwriting
ASE Advisory Group 9 Buena Vista Way, Suite B Greenville, SC 29615
864-254-0032 www.aseadvisors.com
Devery R. Cagle, Matt Van Name 1997
2 3
Accounts, annuities/life insurance, asset management, financial management, financial planning, money management, mutual funds, retirement planning, Executive Benefits and Corporate Retirement Benefits
Products/Services
Because of space constraints, only the top-ranked companies are printed. For a full list of participating companies, visit www.scbiznews.com/data. Although every effort is made to ensure accuracy, errors sometimes occur. Email additions or corrections to lists@scbiznews.com or go to http://scbiznews.com/update-list-information/
Researched by GSA Business Report staff
South Carolina SBA Lenders Ranked by $ Value of Small Business Administration 7(a) Loans, FY2016 Company
Phone / Website
Top Local Official(s) / Year Founded
SBA Loans: $ Value / No.
No. of S.C. Branches
Live Oak Banking Co. 1741 Tiburon Drive, Wilmington, NC 28403
910-790-5867 www.liveoakbank.com
James S. Mahan III 2007
$29,397,000 20
0
Wells Fargo & Co. 1441 Main St., Columbia, SC 29201
800-869-3557 www.wellsfargo.com
Holt Chetwood, Rick Redden 1852
$18,482,200 159
153
BNC Bank 550 E. McBee Ave., Greenville, SC 29601
864-250-9800 www.bankofnc.com
R. Charles Eldridge Jr. 1991
$16,524,000 -
19
NBSC, a division of Synovus Bank 1221 Main St., Columbia, SC 29201
800-708-5687 www.banknbsc.com
Charles W. "Chuck" Garnett 1905
$11,435,000 7
38
SunTrust Bank B 276 East Bay St., Charleston, SC 29401
843-937-8918 www.suntrust.com
Mark Lattanzio 1891
$10,286,000 19
50
West Town Bank & Trust 4852 W. 30th St., Cicero, IL 60804
855-884-0744 www.wtbt.com
Eric Bergevin 1922
$9,899,000 6
0
First State Bank 115 W. Washington Ave., Union City, TN 38261
877-910-0173 www.first-state.net
John Clark 1887
$9,864,000 2
0
United Community Bank 550 S. Main St., Greenville, SC 29601
864-250-7656 www.ucbi.com
H. Lynn Harton, Michelle Seaver 1950
$9,146,700 17
2
TD Bank N.A. 1501 Main St., Columbia, SC 29201
803-540-2750 www.tdbank.com
Mike Pedersen 1852
$8,088,800 40
70
First Financial Bank 214 N. Washington Ave., El Dorado, AR 71730
800-562-6896 www.ffb1.com
Claude Davis 1934
$7,476,000 8
0
Embassy National Bank 1817 N. Brown Road, Lawrenceville, GA 30043
770-500-1253 www.embassynationalbank.com/bizloans
Shahzad Chaudary, Steven Crowell 2007
$7,115,000 3
0
BankUnited, N.A. 14817 Oak Lane, Miami Lakes, FL 33016
877-779-2265 www.bankunited.com
John Kanas 2009
$5,246,600 4
0
Pacific Premier Bank 1711 E. Palm Canyon Drive, Palm Springs, CA 92264
760-776-1500 www.ppbi.com
Steve Gardner 1983
$5,078,000 2
0
Fiscal year 2016 (Oct. 1, 2015, to Sept. 30, 2016) totals provided by S.C. Small Business Administration.Because of space constraints, only the top-ranked companies are printed. For a full list of participating companies, visit www.scbiznews.com/data. Although every effort is made to ensure accuracy, errors sometimes occur. Email additions or corrections to lists@scbiznews.com or go to http://scbiznews.com/update-list-information/ B Sold to BNC Bancorp. on June 17, 2016.
GSA Business Report | www.gsabusiness.com
Researched by GSA Business Report staff