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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Mt. Pleasant, SC

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

4 CFA charterholders work in Mt. Pleasant; the most are at Breach Inlet Capital Management, LLC (1). 0 are also registered broker representatives.

CFA advisors in Mt. Pleasant, A to Z

Every advisor in Mt. Pleasant →

Firms with the most CFA charterholders in Mt. Pleasant

Breach Inlet Capital Management, LLC 1Hyphen Wealth Management 1Mariner 1Truist Advisory Services, Inc. 1

CFA advisors in other South Carolina cities

All of South Carolina →

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

Questions

How many CFA financial advisors are in Mt. Pleasant, SC?

4 SEC-registered investment adviser representatives at firm offices in Mt. Pleasant, South Carolina list the CFA designation; Breach Inlet Capital Management, LLC employs the most of them (1).

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 Mt. Pleasant?

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.