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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pawleys Island, SC

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

The short answer

5 CFP professionals work in Pawleys Island; the most are at Wells Fargo Clearing Services, LLC (2). 3 are also registered broker representatives.

CFP advisors in Pawleys Island, A to Z

Every advisor in Pawleys Island →
  • Diane B. BonnerConcurrent Investment Advisors, LLC · Certified Financial Planner
  • Nancy B. FellingerSensible Money, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert L. JonesWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Kevin T. KaylorWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Michael M. MilbeeKestra Advisory Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Pawleys Island

Wells Fargo Clearing Services, LLC 2Concurrent Investment Advisors, LLC 1Kestra Advisory Services, LLC 1Sensible Money, LLC 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 Pawleys Island, SC?

5 SEC-registered investment adviser representatives at firm offices in Pawleys Island, South Carolina list the CFP designation; Wells Fargo Clearing Services, 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 Pawleys 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.