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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mount Pleasant, SC

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

63 CFP professionals work in Mount Pleasant; the most are at Apollon Wealth Management, LLC (19). 28 are also registered broker representatives.

CFP advisors in Mount Pleasant, A to Z

Every advisor in Mount Pleasant →

Firms with the most CFP professionals in Mount Pleasant

Apollon Wealth Management, LLC 19Apollon Financial, LLC 6Edward Jones 4Strategic Advisers LLC 4Gunderson Capital Management 2Oceanside Advisors LLC 25c Capital Management, LLC 1Armstrong Dixon 1Baker Asset Management, LLC 1Beacon Pointe Advisors, LLC 1Bellars Harris Wealth Management 1Black Dog Financial Planning LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Charleston Wealth Advisors 1

CFP advisors in other South Carolina cities

All of South Carolina →

Greenville 113Columbia 78Charleston 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 Mount Pleasant, SC?

63 SEC-registered investment adviser representatives at firm offices in Mount Pleasant, South Carolina list the CFP designation; Apollon Wealth Management, LLC employs the most of them (19).

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 Mount Pleasant?

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.