Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Greenville, SC
Every SEC-registered financial advisor at a firm office in Greenville who lists the Certified Financial Planner designation, A to Z.
The short answer
113 CFP professionals work in Greenville; the most are at Edward Jones (11). 57 are also registered broker representatives.
CFP advisors in Greenville, A to Z
Every advisor in Greenville →- Jeffrey S. AllenLPL Financial LLC · Certified Financial Planner
- Norman M. AvingerGreenville Capital · Certified Financial Planner
- Melissa D. BaneGreenwood Capital Associates, LLC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Brian A. BarkerSouthstate Private Capital Management LLC · Certified Financial Planner
- John R. BartlettCetera Investment Advisers LLC · Certified Financial Planner
- Pamela G. BatsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Randall I. Baughman Jr.Foster Victor · Certified Financial Planner
- Christopher E. BeardProfessional Planning & Wealth · Certified Financial Planner
- Craig BedenbaughWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mark T. BoukatherOsaic Wealth, Inc. · Certified Financial Planner
- Jared H. BovinetEmpower Advisory Group, LLC · Certified Financial Planner
- Wesley M. BoyceCaptrust · Certified Financial Planner
- Cooper A. BranhamBeacon Pointe Advisors, LLC · Certified Financial Planner
- Steven M. BroughtonKestra Advisory Services, LLC · Certified Financial Planner
- Andrew Z. BrownFoster Victor · Certified Financial Planner
- Christopher A. BrownFamily Legacy, Inc. · Certified Financial Planner, Personal Financial Specialist
- Jonathan S. BrownCornerstone Wealth · Certified Financial Planner
- John L. BugayAmeriprise Financial Services, LLC · Certified Financial Planner
- John B. Burkhardt IIIGoepper Burkhardt LLC · Certified Financial Planner
- Barry R. Bynum Jr.Cambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Devery R. CagleBelpointe Asset Management LLC · Certified Financial Planner
- Chadrick D. CampbellLPL Financial LLC · Certified Financial Planner
- James A. Cannon Jr.Captrust · Certified Financial Planner
- Justin R. ChastainThe Fiduciary Alliance · Certified Financial Planner
- Anthony R. Colancecco Jr.Bca Private Wealth, Inc. · Certified Financial Planner
- Robert T. Coleman IVFoster Victor · Certified Financial Planner
- Harrison M. CollinsCaptrust · Certified Financial Planner
- Matthew R. CriderGlobal View Investment Advisors, LLC · Certified Financial Planner
- Matthew J. CroninFirst There Financial · Certified Financial Planner
- Kerry W. CrumEdward Jones · Certified Financial Planner
- Martin B. CulbertsonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- John P. CullenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christine R. CunninghamCaptrust · Certified Financial Planner
- Richard T. CurranOsaic Wealth, Inc. · Certified Financial Planner
- James S. DavisWealth Management Advisors, LLC · Certified Financial Planner
- Lonnie L. DeckerEdward Jones · Certified Financial Planner
- Glenn R. DehollanderLPL Financial LLC · Certified Financial Planner
- Brian L. DisherGreenwood Capital Associates, LLC · Certified Financial Planner
- Leila D. DudleyMosaic Wealth Strategies LLC · Certified Financial Planner
- David L. DunnThe Fiduciary Alliance · Certified Financial Planner, Personal Financial Specialist
- Daniel P. FetterolfUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- James C. FiskeColonial Trust Advisors, Inc. · Certified Financial Planner
- Robert H. FlinkGoepper Burkhardt LLC · Certified Financial Planner
- David I. FlintEdward Jones · Certified Financial Planner
- Charles W. ForeStrategic Advisers LLC · Certified Financial Planner
- Paul W. FosterFoster Victor · Certified Financial Planner
- Ramon T. FranklinCapital Focus, Inc. · Certified Financial Planner
- Jon E. GauthierColarion · Certified Financial Planner
- Jeffrey K. Giguere Jr.Beacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Zachary GilliamWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brian E. GlenneyEdward Jones · Certified Financial Planner
- Paul GordonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Marcus GrahamTruist Advisory Services, Inc. · Certified Financial Planner
- Mary L. GreenAbacus Planning Group, Inc. · Certified Financial Planner
- Joseph M. Grim IIIAdvanced Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Zachary T. HaddanEdward Jones · Certified Financial Planner
- Jennifer HagadornFoster Victor · Certified Financial Planner
- Carter R. HallCaptrust · Certified Financial Planner
- James N. Haltiwanger Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Jesse G. HansfordProfessional Planning & Wealth · Certified Financial Planner
- Andrew J. HardinHardin Capital Partners, LLC · Certified Financial Planner
- Ashley T. Harward Sr.Truist Advisory Services, Inc. · Certified Financial Planner
- Kenneth E. HicksRaymond James & Associates, Inc. · Certified Financial Planner
- Joe E. Hines Jr.Global View Investment Advisors, LLC · Certified Financial Planner
- Nicholas HodgkinsCaptrust · Certified Financial Planner
- Eric M. HudgensRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Roy P. JanseMariner · Certified Financial Planner
- Shane A. KendrickAmeriprise Financial Services, LLC · Certified Financial Planner
- Frederick M. KoppelmannLPL Financial LLC · Certified Financial Planner
- Marcus S. LaughterEdward Jones · Certified Financial Planner
- Nicole W. LaughterEdward Jones · Certified Financial Planner
- Ashton E. LawrenceMariner · Certified Financial Planner, Chartered Financial Consultant
- Jason E. LewisCaptrust · Certified Financial Planner
- David C. Luke Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Veronica P. MackeyStrategic Advisers LLC · Certified Financial Planner
- Austin MarshallEdward Jones · Certified Financial Planner
- Thomas S. MetcalfCetera Investment Advisers LLC · Certified Financial Planner
- Amy R R. MilionisUBS Financial Services Inc. · Certified Financial Planner
- Daniel E. MilksFiduciary Organization, LLC · Certified Financial Planner
- Amanda J. MillerCharles Schwab & Co., Inc. · Certified Financial Planner
- Russell B. MillerCaptrust · Certified Financial Planner
- Erik C. MizellFoster Victor · Certified Financial Planner
- Eric J. MorrisCary Street Partners · Certified Financial Planner
- Stephen A. MossEdward Jones · Certified Financial Planner
- Emily O. NelsonFoster Victor · Certified Financial Planner
- Christopher B. NicholsonMariner · Certified Financial Planner
- Sean P. NisilRoot Financial Partners · Certified Financial Planner
- Terry L. NorrisOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Wesley D. OglesbyKestra Private Wealth Services, LLC · Certified Financial Planner
- Eric J. OlneyIntegrated Advisors Network LLC · Certified Financial Planner
- Adam J. ParkerCharles Schwab & Co., Inc. · Certified Financial Planner
- Aden K. ParteeFoundations Investment Advisors LLC · Certified Financial Planner
- Joshua PeekInsight Tax & Finance LLC · Certified Financial Planner
- Christopher PetrieStrategic Advisers LLC · Certified Financial Planner
- Thiago PinheiroCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Paul D. PizzutiInnovative Private Wealth Management Inc. · Certified Financial Planner
- Craig W. RitterContinuum Wealth Management, LLC · Certified Financial Planner
- Robert J. RoachBfc Planning, Inc. · Certified Financial Planner
- Richard A. SampleyThe Fiduciary Alliance · Certified Financial Planner
- Torben J. SeearEdward Jones · Certified Financial Planner
- Jennifer M. SharpRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kathryn A. SmithColonial Trust Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist
- Dean R. St. MarieThe Fiduciary Alliance · Certified Financial Planner
- David M. StahlPlante Moran Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Peyton E. SteigerwaldBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jamie T. StoneMeans Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Jeremy L. StricklerAdvisory Services Network · Certified Financial Planner
- Natassya TossanyMorgan Stanley · Certified Financial Planner
- David G. TurnerApollon Financial, LLC · Certified Financial Planner
- Edwin G. WaingartJanney Montgomery Scott LLC · Certified Financial Planner
- Erik C. WeirTaverik Capital, LLC · Certified Financial Planner
- Kevin M. WillmotEdward Jones · Certified Financial Planner
- Brittany T. WolffWolff Financial · Certified Financial Planner
Firms with the most CFP professionals in Greenville
Edward Jones 11Captrust 8Foster Victor 7LPL Financial LLC 4The Fiduciary Alliance 4Beacon Pointe Advisors, LLC 3Charles Schwab & Co., Inc. 3Mariner 3Osaic Wealth, Inc. 3Strategic Advisers LLC 3Wells Fargo Advisors Financial Network, LLC 3Ameriprise Financial Services, LLC 2Apollon Financial, LLC 2Cetera Investment Advisers LLC 2Colonial Trust Advisors, Inc. 2
CFP advisors in other South Carolina cities
All of South Carolina →Columbia 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 7Easley 6
Questions
How many CFP financial advisors are in Greenville, SC?
113 SEC-registered investment adviser representatives at firm offices in Greenville, South Carolina list the CFP designation; Edward Jones employs the most of them (11).
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 Greenville?
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.