Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Daniel Island, SC
Every SEC-registered financial advisor at a firm office in Daniel Island who lists the Certified Financial Planner designation, A to Z.
The short answer
8 CFP professionals work in Daniel Island; the most are at LPL Financial LLC (2). 5 are also registered broker representatives.
CFP advisors in Daniel Island, A to Z
Every advisor in Daniel Island →- William J. AmatuzzoCommonwealth Financial Network · Certified Financial Planner
- Adam B. CurranCurran Financial Partners, LLC · Certified Financial Planner
- Aaron B. JusticeSouthstate Private Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew D. PardieckHarbour Wealth Management Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Steven R. PickardCarswell Investments, LLC · Certified Financial Planner
- James D. SheehanLPL Financial LLC · Certified Financial Planner
- Aaron M. WatkinsAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael E. ZechmannLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Daniel Island
LPL Financial LLC 2Ameriprise Financial Services, LLC 1Carswell Investments, LLC 1Commonwealth Financial Network 1Curran Financial Partners, LLC 1Harbour Wealth Management Group, Inc. 1Southstate Private Capital Management LLC 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 9Clover 8Johns Island 8Mt Pleasant 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7Easley 6
Questions
How many CFP financial advisors are in Daniel Island, SC?
8 SEC-registered investment adviser representatives at firm offices in Daniel Island, South Carolina list the CFP designation; LPL Financial LLC employs the most of them (2).
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 Daniel Island?
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.