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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rock Hill, SC

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

The short answer

19 CFP professionals work in Rock Hill; the most are at Bna Wealth (4). 10 are also registered broker representatives.

CFP advisors in Rock Hill, A to Z

Every advisor in Rock Hill →

Firms with the most CFP professionals in Rock Hill

Bna Wealth 4Ameriprise Financial Services, LLC 2Burkett Financial Services, LLC 2Cetera Investment Advisers LLC 1Core Advisory Group 1Edward Jones 1Great Valley Advisor Group, LLC 1Janney Montgomery Scott LLC 1LPL Financial LLC 1Private Advisor Group, LLC 1Raymond James & Associates, Inc. 1Southbound Wealth LLC 1Stauffer Financial, LLC 1Wealth Enhancement Advisory Services, LLC 1Wealth Rabbit 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 18Florence 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 Rock Hill, SC?

19 SEC-registered investment adviser representatives at firm offices in Rock Hill, South Carolina list the CFP designation; Bna 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 Rock Hill?

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.