Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Summerville, SC
Every SEC-registered financial advisor at a firm office in Summerville who lists the Certified Financial Planner designation, A to Z.
The short answer
16 CFP professionals work in Summerville; the most are at Edward Jones (6). 12 are also registered broker representatives.
CFP advisors in Summerville, A to Z
Every advisor in Summerville →- Michael K. AlfordCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Korey W. BanksEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Sean M. BennettCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Brandy N. BentonCreative Planning · Certified Financial Planner
- Leslie D. BoykinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Michael T. DavenportEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Mark E. DavisPremier Wealth Partners, LLC · Certified Financial Planner
- William C. EverettEdward Jones · Certified Financial Planner
- Jerry A. KoebelBfc Planning, Inc. · Certified Financial Planner
- Elaine B. MorgilloFlying Point Financial, Inc. · Certified Financial Planner
- John P. Palen IIIEdward Jones · Certified Financial Planner
- Amanda M. RoseCreative Planning · Certified Financial Planner
- Brent TatumEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David H. Thompson Jr.First Command Advisory Services · Certified Financial Planner
- Tracey L. TurkoMercer Global Advisors Inc. · Certified Financial Planner
- Larry P. Weatherford Jr.Eagle Strategies LLC · Certified Financial Planner
Firms with the most CFP professionals in Summerville
Edward Jones 6Cambridge Investment Research Advisors, Inc. 2Creative Planning 2Bfc Planning, Inc. 1Eagle Strategies LLC 1First Command Advisory Services 1Flying Point Financial, Inc. 1Mercer Global Advisors Inc. 1Premier Wealth Partners, 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 21Rock Hill 17Florence 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 Summerville, SC?
16 SEC-registered investment adviser representatives at firm offices in Summerville, South Carolina list the CFP designation; Edward Jones employs the most of them (6).
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 Summerville?
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.