SL
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Susan Lockwood is a registered investment advisor at Greene Directions LLC, based in Anderson, SC, with 36 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Greene Directions charges an annual fee not to exceed 1.00% of assets managed. Fees may be negotiated or lowered at the firm's discretion based on criteria such as historical relationships, asset types, and account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
Anderson, SC
Get directionsHistory
Regulatory History (1)
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Regulatory
February 2013Final
Employment History
Current Registrations
Greene Directions LLC
April 2026 - Present · 6 mos
Previous Registrations
Premium 72 Capital
January 2026 - April 2026 · 3 mos
Premium 72 Capital
March 2024 - December 2024 · 9 mos
Premium 72 Capital
January 2021 - December 2023 · 2 yrs 11 mos
Cabot Lodge Securities LLCBroker
June 2019 - December 2021 · 2 yrs 6 mos
Sandlapper Wealth Management, LLC
October 2015 - December 2020 · 5 yrs 2 mos
Sandlapper Securities, LLCBroker
October 2015 - June 2019 · 3 yrs 8 mos
Certus Investment Advisors, LLC
October 2012 - October 2015 · 3 yrs
Certussecurities, INC.Broker
June 2010 - October 2015 · 5 yrs 4 mos
Eps Advisors
January 2010 - December 2010 · 11 mos
Spire Securities, LLCBroker
October 2009 - May 2010 · 7 mos
American Securities Group, INC.Broker
March 2009 - October 2009 · 7 mos
Erisa Plan Services INC
January 2009 - January 2010 · 1 yr
Scott & Stringfellow, INC.
April 2001 - February 2008 · 6 yrs 10 mos
Scott & Stringfellow, INC.Broker
March 2001 - February 2008 · 6 yrs 11 mos
Edgar M. Norris & CO., INC.Broker
July 1988 - March 2001 · 12 yrs 8 mos
State Registrations1 state
SC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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