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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Beaufort, SC

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

The short answer

4 CFP professionals work in Beaufort; the most are at Verity Investment Partners (2). 1 are also registered broker representatives.

CFP advisors in Beaufort, A to Z

Every advisor in Beaufort →

Firms with the most CFP professionals in Beaufort

Verity Investment Partners 2Northside Capital Management LLC 1Osaic Wealth, Inc. 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 12Aiken 11Seneca 10Hilton Head Island 9Lexington 9Clover 8Daniel Island 8Johns Island 8Mt Pleasant 8Greer 7Hilton Head 7Simpsonville 7Easley 6

Questions

How many CFP financial advisors are in Beaufort, SC?

4 SEC-registered investment adviser representatives at firm offices in Beaufort, South Carolina list the CFP designation; Verity Investment Partners 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 Beaufort?

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.