Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Spartanburg, SC
Every SEC-registered financial advisor at a firm office in Spartanburg who lists the Certified Financial Planner designation, A to Z.
The short answer
13 CFP professionals work in Spartanburg; the most are at Colonial Trust Advisors, Inc. (2). 10 are also registered broker representatives.
CFP advisors in Spartanburg, A to Z
Every advisor in Spartanburg →- Joseph P. Anderson IIIColonial Trust Advisors, Inc. · Certified Financial Planner
- Johnny B. BabbWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jeremy BishopWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Hunter M. BurtonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Harold E. CannonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Alex D. FiedlerTruist Advisory Services, Inc. · Certified Financial Planner
- Steven FordWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Derek HawkWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kathryn S. PremrajLPL Financial LLC · Certified Financial Planner
- Jeffrey D. StanleyEdward Jones · Certified Financial Planner
- Noel B. SwainThe Fiduciary Alliance · Certified Financial Planner
- Matthew J. Van NameColonial Trust Advisors, Inc. · Certified Financial Planner
- Anna F. WolfordWealth Intelligently Navigated, LLC · Certified Financial Planner
Firms with the most CFP professionals in Spartanburg
Colonial Trust Advisors, Inc. 2Wells Fargo Advisors Financial Network, LLC 2Wells Fargo Clearing Services, LLC 2Edward Jones 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1The Fiduciary Alliance 1Truist Advisory Services, Inc. 1Wealth Enhancement Advisory Services, LLC 1Wealth Intelligently Navigated, 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 13Aiken 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 Spartanburg, SC?
13 SEC-registered investment adviser representatives at firm offices in Spartanburg, South Carolina list the CFP designation; Colonial Trust 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 Spartanburg?
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.