Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tega Cay, SC

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

The short answer

2 CFP professionals work in Tega Cay; the most are at LPL Financial LLC (1). 2 are also registered broker representatives.

CFP advisors in Tega Cay, A to Z

Every advisor in Tega Cay →

Matthew AbramoOsaic Wealth, Inc. · Certified Financial Planner
Judith L. MohrLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Tega Cay

LPL Financial LLC 1 Osaic Wealth, Inc. 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 Tega Cay, SC?

2 SEC-registered investment adviser representatives at firm offices in Tega Cay, South Carolina list the CFP designation; LPL Financial LLC employs the most of them (1).

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 Tega Cay?

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.