Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Boiling Springs, SC
Every SEC-registered financial advisor at a firm office in Boiling Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Boiling Springs; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in Boiling Springs, A to Z
Every advisor in Boiling Springs →- Philip E. MooreEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Boiling Springs
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 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7
Questions
How many CFP financial advisors are in Boiling Springs, SC?
1 SEC-registered investment adviser representatives at firm offices in Boiling Springs, South Carolina list the CFP designation; Edward Jones employs the most of them (1).
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 Boiling Springs?
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.