Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Easley, SC
Every SEC-registered financial advisor at a firm office in Easley who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Easley; the most are at Aan Wealth Advisors LLC (1). 5 are also registered broker representatives.
CFP advisors in Easley, A to Z
Every advisor in Easley →- Stephen M. FlemingCetera Investment Advisers LLC · Certified Financial Planner
- Stephen B. LeitzellAan Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonathan J. MackoOsaic Wealth, Inc. · Certified Financial Planner
- David F. MitchellEdward Jones · Certified Financial Planner
- Julie C. MullikinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert L. Wallace IISteward Partners Investment Advisory, LLC · Certified Financial Planner
Firms with the most CFP professionals in Easley
Aan Wealth Advisors LLC 1Cetera Investment Advisers LLC 1Edward Jones 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Steward Partners Investment Advisory, 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 8Daniel Island 8Johns Island 8Mt Pleasant 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7
Questions
How many CFP financial advisors are in Easley, SC?
6 SEC-registered investment adviser representatives at firm offices in Easley, South Carolina list the CFP designation; Aan Wealth Advisors LLC 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 Easley?
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.