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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lady's Island, SC

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

The short answer

1 CFP advisor work in Lady's Island; the most are at Osaic Wealth, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Lady's Island, A to Z

Every advisor in Lady's Island →
  • Owen K. HandOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Lady's Island

Osaic 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 8Johns Island 8Mt Pleasant 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7

Questions

How many CFP financial advisors are in Lady's Island, SC?

1 SEC-registered investment adviser representatives at firm offices in Lady's Island, South Carolina list the CFP designation; Osaic Wealth, Inc. 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 Lady's 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.