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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Charleston, SC

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

The short answer

56 CFP professionals work in Charleston; the most are at Wells Fargo Clearing Services, LLC (8). 38 are also registered broker representatives.

CFP advisors in Charleston, A to Z

Every advisor in Charleston →

Firms with the most CFP professionals in Charleston

Wells Fargo Clearing Services, LLC 8LPL Financial LLC 7Edward Jones 6MML Investors Services, LLC 3Ameriprise Financial Services, LLC 2Capasso Planning Partners LLC 2Cetera Investment Advisers LLC 2Charleston Financial Advisors, LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Strategic Blueprint, LLC 2Apollon Wealth Management, LLC 1Calidris Financial, LLC 1Charleston Equity Partners, LLC 1Creative Planning 1

CFP advisors in other South Carolina cities

All of South Carolina →

Greenville 113Columbia 78Mount Pleasant 63Fort 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 7Easley 6

Questions

How many CFP financial advisors are in Charleston, SC?

56 SEC-registered investment adviser representatives at firm offices in Charleston, South Carolina list the CFP designation; Wells Fargo Clearing Services, LLC employs the most of them (8).

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 Charleston?

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.