Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Florence, SC
Every SEC-registered financial advisor at a firm office in Florence who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Florence; the most are at Edward Jones (4). 10 are also registered broker representatives.
CFP advisors in Florence, A to Z
Every advisor in Florence →- Sharon AckermanEdward Jones · Certified Financial Planner
- Treze J. Beasley Jr.LPL Financial LLC · Certified Financial Planner
- John R. Chase Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Julie A. CordEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Copeland A. EdmundsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Amy M. FisherWebsterrogers Financial Advisors, LLC · Certified Financial Planner
- William D. Hardaway IIIWebsterrogers Financial Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Stephen N. JonesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jason D. NewtonRaymond James & Associates, Inc. · Certified Financial Planner
- Conrad E. SeastrunkSeastrunk Financial Management, LLC · Certified Financial Planner
- Marvin E. SlaughterStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Janelle M. WaltersEdward Jones · Certified Financial Planner
- Mark Y. WellsEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Florence
Edward Jones 4Stifel, Nicolaus & Company, Incorporated 2Websterrogers Financial Advisors, LLC 2Eagle Strategies LLC 1Janney Montgomery Scott LLC 1LPL Financial LLC 1Raymond James & Associates, Inc. 1Seastrunk Financial 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 17Spartanburg 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 Florence, SC?
13 SEC-registered investment adviser representatives at firm offices in Florence, South Carolina list the CFP designation; Edward Jones employs the most of them (4).
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 Florence?
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.