Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Beaufort, SC

Every SEC-registered financial advisor at a firm office in Beaufort who lists the Chartered Financial Analyst designation, A to Z.

The short answer

3 CFA charterholders work in Beaufort; the most are at Verity Investment Partners (2). 0 are also registered broker representatives.

CFA advisors in Beaufort, A to Z

Every advisor in Beaufort →

Firms with the most CFA charterholders in Beaufort

Verity Investment Partners 2Apricus Wealth LLC 1

CFA advisors in other South Carolina cities

All of South Carolina →

Greenville 14Columbia 9Fort Mill 8Mount Pleasant 7Charleston 5Mt. Pleasant 4

Questions

How many CFA financial advisors are in Beaufort, SC?

3 SEC-registered investment adviser representatives at firm offices in Beaufort, South Carolina list the CFA designation; Verity Investment Partners employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Beaufort?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.