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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Columbia, SC

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

9 CFA charterholders work in Columbia; the most are at Abacus Planning Group, Inc. (2). 2 are also registered broker representatives.

CFA advisors in Columbia, A to Z

Every advisor in Columbia →

Firms with the most CFA charterholders in Columbia

Abacus Planning Group, Inc. 2Ccm Investment Advisers, LLC 2Allison Investment Management, LLC 1Anchor Investment Management 1Barbco Financial 1Pendleton Street Advisors, LLC 1Td Private Client Wealth LLC 1

CFA advisors in other South Carolina cities

All of South Carolina →

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

Questions

How many CFA financial advisors are in Columbia, SC?

9 SEC-registered investment adviser representatives at firm offices in Columbia, South Carolina list the CFA designation; Abacus Planning Group, 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 Columbia?

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.