Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Clover, SC
Every SEC-registered financial advisor at a firm office in Clover who lists the Certified Financial Planner designation, A to Z.
The short answer
8 CFP professionals work in Clover; the most are at Brookstone Wealth Advisors, LLC (3). 1 are also registered broker representatives.
CFP advisors in Clover, A to Z
Every advisor in Clover →- Philip J. CorsonAssetmark, Inc. · Certified Financial Planner
- Steven M. MulloolyMullooly Wealth Planning LLC · Certified Financial Planner
- Amanda E. PateSummit Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan G. PetersonCopperleaf Capital, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brad J. PlayfordCopperleaf Capital, LLC · Certified Financial Planner
- William RainwaterUnited Brokerage Services, Inc. · Certified Financial Planner
- Colton T. StrawnBrookstone Wealth Advisors, LLC · Certified Financial Planner
- Charles H. ThomasIntrepid Eagle Finance LLC · Certified Financial Planner
Firms with the most CFP professionals in Clover
Brookstone Wealth Advisors, LLC 3Copperleaf Capital, LLC 3Assetmark, Inc. 1Intrepid Eagle Finance LLC 1Mullooly Wealth Planning LLC 1Summit Wealth Partners, LLC 1United Brokerage Services, 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 9Daniel Island 8Johns Island 8Mt Pleasant 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7Easley 6
Questions
How many CFP financial advisors are in Clover, SC?
8 SEC-registered investment adviser representatives at firm offices in Clover, South Carolina list the CFP designation; Brookstone Wealth Advisors, LLC 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 Clover?
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.