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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Aiken, SC

Every SEC-registered financial advisor at a firm office in Aiken who lists the Certified Financial Planner designation, A to Z.

The short answer

10 CFP professionals work in Aiken; the most are at Janney Montgomery Scott LLC (2). 6 are also registered broker representatives.

CFP advisors in Aiken, A to Z

Every advisor in Aiken →

Firms with the most CFP professionals in Aiken

Janney Montgomery Scott LLC 2&Partners 1A To Z Asset Advisors, LLC 1Ameriprise Financial Services, LLC 1Cornerstone Wealth Advisors, Inc. 1Edward Jones 1Osaic Wealth, Inc. 1Wealthcare 1Wilson David Investment Advisors 1

CFP advisors in other South Carolina cities

All of South Carolina →

Greenville 113Columbia 78Mount Pleasant 63Charleston 56Fort Mill 38Mt. Pleasant 25Bluffton 23Myrtle Beach 21Summerville 18Rock Hill 17Florence 13Spartanburg 12Seneca 10Hilton Head Island 9Lexington 9Clover 8Daniel Island 8Johns Island 8Mt Pleasant 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7Easley 6

Questions

How many CFP financial advisors are in Aiken, SC?

10 SEC-registered investment adviser representatives at firm offices in Aiken, South Carolina list the CFP designation; Janney Montgomery Scott LLC employs the most of them (2).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Aiken?

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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.