Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Greenville, SC
Every SEC-registered financial advisor at a firm office in Greenville who lists the Chartered Financial Analyst designation, A to Z.
The short answer
14 CFA charterholders work in Greenville; the most are at Foster Victor (2). 4 are also registered broker representatives.
CFA advisors in Greenville, A to Z
Every advisor in Greenville →- Nelson B. Arrington IIICx Institutional, LLC · Chartered Financial Analyst
- Hans T. BlakeIntelligent Investing · Chartered Financial Analyst
- Benjamin K. ClaussRaymond James & Associates, Inc. · Chartered Financial Analyst
- Daniel P. FetterolfUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- Peter A. GulliOlympia Advisors LLC · Chartered Financial Analyst
- Matthew A. HartFoster Victor · Chartered Financial Analyst
- George C. Howell IVWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- David O. LandryDemesne Investments · Chartered Financial Analyst
- Thomas S. LedbetterColonial Trust Advisors, Inc. · Chartered Financial Analyst
- Jonathan H. McAdamsFoster Victor · Chartered Financial Analyst
- Andrew M. PittinosTruist Advisory Services, Inc. · Chartered Financial Analyst
- Gina M. Rose SalaminThe Fiduciary Alliance · Chartered Financial Analyst
- Thomas G. Smith Jr.Thomas Smith And Associates, Inc. · Chartered Financial Analyst
- David M. StahlPlante Moran Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Greenville
Foster Victor 2Colonial Trust Advisors, Inc. 1Cx Institutional, LLC 1Demesne Investments 1Intelligent Investing 1Olympia Advisors LLC 1Plante Moran Financial Advisors 1Raymond James & Associates, Inc. 1The Fiduciary Alliance 1Thomas Smith And Associates, Inc. 1Truist Advisory Services, Inc. 1UBS Financial Services Inc. 1Wells Fargo Clearing Services, LLC 1
CFA advisors in other South Carolina cities
All of South Carolina →Columbia 9Fort Mill 8Mount Pleasant 7Charleston 5Beaufort 4Mt. Pleasant 4
Questions
How many CFA financial advisors are in Greenville, SC?
14 SEC-registered investment adviser representatives at firm offices in Greenville, South Carolina list the CFA designation; Foster Victor 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 Greenville?
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.