Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Columbia, SC
Every SEC-registered financial advisor at a firm office in Columbia who lists the Certified Financial Planner designation, A to Z.
The short answer
79 CFP professionals work in Columbia; the most are at Abacus Planning Group, Inc. (9). 49 are also registered broker representatives.
CFP advisors in Columbia, A to Z
Every advisor in Columbia →- James S. AgostiniDavinci Financial Designs · Certified Financial Planner, Chartered Financial Consultant
- Thomas AndrewsIntegrated Advisors Network LLC · Certified Financial Planner
- Anne Marie E. AshworthAbacus Planning Group, Inc. · Certified Financial Planner
- Patricia BaileyBailey & Associates Investment Mgt. And Financial Planning LLC · Certified Financial Planner
- John H. BarnesPendleton Street Advisors, LLC · Certified Financial Planner
- Michael J. BarronRegal Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Ann J. BeckwithAbacus Planning Group, Inc. · Certified Financial Planner
- Val H. BeersBeers Kight Financial Advisors, LLC · Certified Financial Planner
- Elise T. BidwellEdward Jones · Certified Financial Planner
- Gregory S. BingelCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Samuel A. BoulwareGlobal Retirement Partners LLC · Certified Financial Planner
- Clinton A. Bowen IV&Partners · Certified Financial Planner
- Amy L. CainEdward Jones · Certified Financial Planner
- Ximena A. ChastainAbacus Planning Group, Inc. · Certified Financial Planner
- Jason N. ClaytonKestra Advisory Services, LLC · Certified Financial Planner
- Jessica S. CookCommonwealth Financial Network · Certified Financial Planner
- James M. Danford IIILPL Financial LLC · Certified Financial Planner
- Adam P. DavisFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Barbara L. DavisLPL Financial LLC · Certified Financial Planner
- Willis R. Deaton Jr.Good Life Advisors, LLC · Certified Financial Planner
- William C. EvansOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joshua D. ForkeySouthstate Private Capital Management LLC · Certified Financial Planner
- Michael J. ForneyLifeworks Advisors, LLC · Certified Financial Planner
- Ryan J. GayFirst Command Advisory Services · Certified Financial Planner
- Eric M. GluseTruist Advisory Services, Inc. · Certified Financial Planner
- E A. Hancock Jr.Independent Advisor Alliance, LLC · Certified Financial Planner
- Corinne S. HannaAbacus Planning Group, Inc. · Certified Financial Planner
- Mason B. HardyGlobal Retirement Partners LLC · Certified Financial Planner
- Shawn HarrisSouthstate Private Capital Management LLC · Certified Financial Planner
- Gregg K. HelmanPark Avenue Securities LLC · Certified Financial Planner
- Cheryl R. HollandAbacus Planning Group, Inc. · Certified Financial Planner
- John H. Hudgens IIITruist Advisory Services, Inc. · Certified Financial Planner
- Bradley K. HumphriesApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- George W. Jameson Jr.Capital Wealth Group LLC · Certified Financial Planner
- Diane R. JohnsonBlackhawk Financial Advisors · Certified Financial Planner
- Karlyn M. JonesAbacus Planning Group, Inc. · Certified Financial Planner
- Steven E. JunisEdward Jones · Certified Financial Planner
- Kenneth D. Kolb Jr.Edward Jones · Certified Financial Planner
- Darrell E. LaingSouthstate Private Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott A. Lang Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Jason A. LangdaleIndependent Advisor Alliance, LLC · Certified Financial Planner
- Robert E. LoganCommonwealth Financial Network · Certified Financial Planner
- Christopher T. LongPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeremiah T. MartinFisher Investments · Certified Financial Planner
- Crystal C. MasincuppEdward Jones · Certified Financial Planner
- Jacklyn A. MasonAbacus Planning Group, Inc. · Certified Financial Planner
- William B. MasonIndependent Advisor Alliance, LLC · Certified Financial Planner
- Susan A. McCantsAbacus Planning Group, Inc. · Certified Financial Planner
- Julia M. MonroeSanctuary Advisors, LLC · Certified Financial Planner
- Edgar L. MorrisStephens · Certified Financial Planner
- Matthew J. MorrisMultipath Wealth Management · Certified Financial Planner
- Richard B. NewsomeWilliam B. Walkup & Associates, Inc. · Certified Financial Planner
- Robert S. NormanAnchor Investment Management · Certified Financial Planner
- Samuel I. Ogbonna Jr.Southstate Private Capital Management LLC · Certified Financial Planner
- David S. PalkovitzApollon Wealth Management, LLC · Certified Financial Planner
- Ekta B. PatelAltfest Personal Wealth Management · Certified Financial Planner
- William H. PhillipsGlobal Retirement Partners LLC · Certified Financial Planner
- Peter A. PigeonHobbs Group Advisors LLC · Certified Financial Planner
- Kyle E. RasmussenMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory T. RisingerFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Jonathan W. RobertsValic Financial Advisors, Inc. · Certified Financial Planner
- Jonathan J. RobertsonAbacus Planning Group, Inc. · Certified Financial Planner
- Robert W. Shealy Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Stokes K. Shealy Jr.Truist Advisory Services, Inc. · Certified Financial Planner
- Christopher SloopGlobal Retirement Partners LLC · Certified Financial Planner
- Daniel G. SmithFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Charles B. Smoak Jr.The Ameriflex Group · Certified Financial Planner
- Jacqueline StirlingKestra Advisory Services, LLC · Certified Financial Planner
- David G. StrangeHobbs Group Advisors LLC · Certified Financial Planner
- Kevin A. SwanderMML Investors Services, LLC · Certified Financial Planner
- Ryan N. TempletonGood Life Advisors, LLC · Certified Financial Planner
- Angela E. Thames&Partners · Certified Financial Planner
- Christian L. TylerPendleton Street Advisors, LLC · Certified Financial Planner
- Stephanie Y. VokralIndependent Advisor Alliance, LLC · Certified Financial Planner
- David WallaceEdward Jones · Certified Financial Planner
- Joy J. WatkinsAnchor Investment Management · Certified Financial Planner, Chartered Financial Consultant
- John B. WhitakerEdward Jones · Certified Financial Planner
- Ronald K. WilliamsCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jeb S. ZollerIndependent Advisor Alliance, LLC · Certified Financial Planner
Firms with the most CFP professionals in Columbia
Abacus Planning Group, Inc. 9Edward Jones 7Independent Advisor Alliance, LLC 5Global Retirement Partners LLC 4Southstate Private Capital Management LLC 4First Citizens Investor Services, Inc. 3Truist Advisory Services, Inc. 3&Partners 2Anchor Investment Management 2Apollon Wealth Management, LLC 2Cambridge Investment Research Advisors, Inc. 2Commonwealth Financial Network 2First Citizens Asset Management, Inc. 2Good Life Advisors, LLC 2Hobbs Group Advisors LLC 2
CFP advisors in other South Carolina cities
All of South Carolina →Greenville 113Mount 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 7Easley 6
Questions
How many CFP financial advisors are in Columbia, SC?
79 SEC-registered investment adviser representatives at firm offices in Columbia, South Carolina list the CFP designation; Abacus Planning Group, Inc. employs the most of them (9).
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 Columbia?
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.