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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Greenwood, SC

Every SEC-registered financial advisor at a firm office in Greenwood who lists the Certified Financial Planner designation, A to Z.

The short answer

4 CFP professionals work in Greenwood; the most are at Colorado Financial Service Corporation (1). 3 are also registered broker representatives.

CFP advisors in Greenwood, A to Z

Every advisor in Greenwood →

Firms with the most CFP professionals in Greenwood

Colorado Financial Service Corporation 1Greenwood Capital Associates, LLC 1Raymond James & Associates, Inc. 1Wells Fargo Clearing Services, 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 Greenwood, SC?

4 SEC-registered investment adviser representatives at firm offices in Greenwood, South Carolina list the CFP designation; Colorado Financial Service Corporation 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 Greenwood?

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.