Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mt. Pleasant, SC
Every SEC-registered financial advisor at a firm office in Mt. Pleasant who lists the Certified Financial Planner designation, A to Z.
The short answer
25 CFP professionals work in Mt. Pleasant; the most are at Apella Wealth (4). 9 are also registered broker representatives.
CFP advisors in Mt. Pleasant, A to Z
Every advisor in Mt. Pleasant →- Richard D. Brewer IIICommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Paul B. CantorMariner · Certified Financial Planner, Chartered Financial Analyst
- John F. CareyJp Wealth Management, Inc. · Certified Financial Planner
- Suzette B. CarrierJp Wealth Management, Inc. · Certified Financial Planner
- Mary E. ChapmanCommonwealth Financial Network · Certified Financial Planner
- Morgan T. CrawfordHeadland Capital · Certified Financial Planner
- Brian J. CummingsCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Susan M. DixsonHeadland Capital · Certified Financial Planner
- Caroline G. EdwardsRaymond James & Associates, Inc. · Certified Financial Planner
- Dannae C. EnrightApella Wealth · Certified Financial Planner
- Barbara L. FallonApella Wealth · Certified Financial Planner
- Brett K. FellowsOak Capital Advisors, LLC · Certified Financial Planner
- Amal D. GawleLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- John C. GeilfussMariner · Certified Financial Planner
- Steven B. KingsleyApella Wealth · Certified Financial Planner
- Paul A. Lankau Jr.LPL Financial LLC · Certified Financial Planner
- Dustin B. LaporteOsaic Wealth, Inc. · Certified Financial Planner
- Lauren E. LilesRaymond James & Associates, Inc. · Certified Financial Planner
- Albert E. Lussier IVLPL Enterprise, LLC · Certified Financial Planner
- Jason M. MengelFusion Capital, LLC · Certified Financial Planner
- John M. MontgomeryFinancial Freedom Advisors, LLC · Certified Financial Planner
- Debra L. NelsonLPL Financial LLC · Certified Financial Planner
- Daniel L. PattersonSweetgrass Financial Planning, LLC · Certified Financial Planner
- Bryan L. TaylorOak Street Advisors · Certified Financial Planner
- Nathan E. WhiteApella Wealth · Certified Financial Planner
Firms with the most CFP professionals in Mt. Pleasant
Apella Wealth 4Commonwealth Financial Network 3Headland Capital 2Jp Wealth Management, Inc. 2LPL Enterprise, LLC 2LPL Financial LLC 2Mariner 2Raymond James & Associates, Inc. 2Financial Freedom Advisors, LLC 1Fusion Capital, LLC 1Oak Capital Advisors, LLC 1Oak Street Advisors 1Osaic Wealth, Inc. 1Sweetgrass Financial Planning, LLC 1
CFP advisors in other South Carolina cities
All of South Carolina →Greenville 113Columbia 78Mount Pleasant 63Charleston 56Fort Mill 38Bluffton 23Myrtle Beach 21Summerville 18Rock Hill 17Florence 13Spartanburg 12Aiken 11Seneca 10Hilton Head Island 9Lexington 9Clover 8Daniel Island 8Johns Island 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7Easley 6Sumter 6
Questions
How many CFP financial advisors are in Mt. Pleasant, SC?
25 SEC-registered investment adviser representatives at firm offices in Mt. Pleasant, South Carolina list the CFP designation; Apella Wealth employs the most of them (4).
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 Mt. 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.