Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bluffton, SC
Every SEC-registered financial advisor at a firm office in Bluffton who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Bluffton; the most are at Edward Jones (3). 14 are also registered broker representatives.
CFP advisors in Bluffton, A to Z
Every advisor in Bluffton →- Patrick BruskiNewedge Advisors · Certified Financial Planner
- Samuel T. CageStrategic Advisers LLC · Certified Financial Planner
- Brandon M. CoxCoastline Complete Wealth LLC · Certified Financial Planner
- Todd H. CrutchleyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Ronald A. Freeman Jr.Lifepath Advisors, LLC · Certified Financial Planner
- Luke C. GawronskiMML Investors Services, LLC · Certified Financial Planner
- Craig A. GilmourRaymond James & Associates, Inc. · Certified Financial Planner
- James G. HaleyFenimore Asset Management, Inc. · Certified Financial Planner
- Sarah HuieOak Advisors, LLC · Certified Financial Planner
- Danielle B. JeffcoatEdward Jones · Certified Financial Planner
- Marc L. JohnstonThe Bedminster Group · Certified Financial Planner, Chartered Financial Consultant
- Palmer S. JonesPalmer Jones & Associates, Inc. · Certified Financial Planner
- Jacob K. LangLang Capital · Certified Financial Planner
- Christopher R. LuechtefeldRockefeller Financial LLC · Certified Financial Planner
- Alan W. MooneyhamLPL Financial LLC · Certified Financial Planner
- William R. MumpowerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michelle A. MyhreOak Advisors, LLC · Certified Financial Planner
- Elizabeth J. NorrisStrategic Advisers LLC · Certified Financial Planner
- Sarah E. ReedEdward Jones · Certified Financial Planner
- Luke SchultzStrategic Advisers LLC · Certified Financial Planner
- Jennifer S. SokolowskiMetis Wealth Management & Planning LLC · Certified Financial Planner
- Robert W. SokolowskiMetis Wealth Management & Planning LLC · Certified Financial Planner
- Mark A. TelferEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Bluffton
Edward Jones 3Strategic Advisers LLC 3Metis Wealth Management & Planning LLC 2Oak Advisors, LLC 2Cambridge Investment Research Advisors, Inc. 1Coastline Complete Wealth LLC 1Fenimore Asset Management, Inc. 1LPL Financial LLC 1Lang Capital 1Lifepath Advisors, LLC 1MML Investors Services, LLC 1Newedge Advisors 1Palmer Jones & Associates, Inc. 1Raymond James & Associates, Inc. 1Rockefeller Financial LLC 1
CFP advisors in other South Carolina cities
All of South Carolina →Greenville 113Columbia 78Mount Pleasant 63Charleston 56Fort Mill 38Mt. Pleasant 25Myrtle Beach 21Summerville 18Rock Hill 17Florence 13Spartanburg 12Aiken 11Seneca 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 Bluffton, SC?
23 SEC-registered investment adviser representatives at firm offices in Bluffton, South Carolina list the CFP designation; Edward Jones employs the most of them (3).
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 Bluffton?
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.