Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in North Charleston, SC

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

The short answer

4 CFP professionals work in North Charleston; the most are at Valic Financial Advisors, Inc. (2). 3 are also registered broker representatives.

CFP advisors in North Charleston, A to Z

Every advisor in North Charleston →

Thomas E. BlottenbergerFirst Financial Coaching, Inc. · Certified Financial Planner, Chartered Financial Consultant
Joseph C. DiamondValic Financial Advisors, Inc. · Certified Financial Planner
David R. KornegayValic Financial Advisors, Inc. · Certified Financial Planner
Bryan G. QuinnLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in North Charleston

Valic Financial Advisors, Inc. 2 First Financial Coaching, Inc. 1 LPL Financial LLC 1

CFP advisors in other South Carolina cities

All of South Carolina →

Greenville 113 Columbia 78 Mount Pleasant 63 Charleston 56 Fort Mill 38 Mt. Pleasant 25 Bluffton 23 Myrtle Beach 21 Summerville 18 Rock Hill 17 Florence 13 Spartanburg 12 Aiken 11 Seneca 10 Hilton Head Island 9 Lexington 9 Clover 8 Daniel Island 8 Johns Island 8 Mt Pleasant 8 Beaufort 7 Greer 7 Hilton Head 7 Simpsonville 7

Questions

How many CFP financial advisors are in North Charleston, SC?

4 SEC-registered investment adviser representatives at firm offices in North Charleston, South Carolina list the CFP designation; Valic Financial Advisors, Inc. 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 North Charleston?

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.