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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Charleston, SC

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

5 CFA charterholders work in Charleston; the most are at Tandem Investment Advisors Inc. (2). 0 are also registered broker representatives.

CFA advisors in Charleston, A to Z

Every advisor in Charleston →

Firms with the most CFA charterholders in Charleston

Tandem Investment Advisors Inc. 2Income Growth Advisors, LLC 1Ironview Capital Management, LLC 1Southstate Private Capital Management LLC 1

CFA advisors in other South Carolina cities

All of South Carolina →

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

Questions

How many CFA financial advisors are in Charleston, SC?

5 SEC-registered investment adviser representatives at firm offices in Charleston, South Carolina list the CFA designation; Tandem Investment Advisors Inc. 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 Charleston?

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.