Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Johns Island, SC
Every SEC-registered financial advisor at a firm office in Johns Island who lists the Certified Financial Planner designation, A to Z.
The short answer
8 CFP professionals work in Johns Island; the most are at Coastal Wealth Advisors, LLC (2). 2 are also registered broker representatives.
CFP advisors in Johns Island, A to Z
Every advisor in Johns Island →- Shawn P. BrunnerCoastal Wealth Advisors, LLC · Certified Financial Planner
- Joseph T. Cook Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Justin M. FollmerCoastal Wealth Advisors, LLC · Certified Financial Planner
- Henry J. Hauhn IIIEdward Jones · Certified Financial Planner
- Christopher JacksonCore Planning · Certified Financial Planner
- Kirk A. MatenaerFarther · Certified Financial Planner
- Patrick MullinsInvesco Managed Accounts, LLC · Certified Financial Planner
- Pamela PostmaMercer Global Advisors Inc. · Certified Financial Planner
Firms with the most CFP professionals in Johns Island
Coastal Wealth Advisors, LLC 2Core Planning 1Edward Jones 1Farther 1Invesco Managed Accounts, LLC 1Mercer Global Advisors Inc. 1Osaic Wealth, Inc. 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 8Mt Pleasant 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7Easley 6
Questions
How many CFP financial advisors are in Johns Island, SC?
8 SEC-registered investment adviser representatives at firm offices in Johns Island, South Carolina list the CFP designation; Coastal Wealth Advisors, 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 Johns 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.