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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Aiken, SC

Every SEC-registered financial advisor at a firm office in Aiken who lists the Chartered Financial Consultant designation, A to Z.

5 ChFC holders work in Aiken; the most are at Cornerstone Wealth Advisors, Inc. (1). 3 are also registered broker representatives.

ChFC advisors in Aiken, A to Z

Every advisor in Aiken →
  • Thomas H. Herlong Sr.Eagle Strategies LLC · Chartered Financial Consultant
  • Bruce E. HoveyNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Lucinda A. SalinasCornerstone Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Paul V. Sipala Jr.Iams Wealth Management, LLC · Chartered Financial Consultant
  • Jessica StalkerEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Aiken

Cornerstone Wealth Advisors, Inc. 1Eagle Strategies LLC 1Edward Jones 1Iams Wealth Management, LLC 1Northwestern Mutual Investment Services, LLC 1

ChFC advisors in other South Carolina cities

All of South Carolina →

Columbia 23Greenville 19Mount Pleasant 14Charleston 13Myrtle Beach 12Fort Mill 8Lexington 7Mt. Pleasant 5Summerville 5Florence 4Landrum 4Bluffton 3Chapin 3Clover 3Daniel Island 3Easley 3Hilton Head 3Mt Pleasant 3Spartanburg 3West Columbia 3

Questions

How many ChFC financial advisors are in Aiken, SC?

5 SEC-registered investment adviser representatives at firm offices in Aiken, South Carolina list the ChFC designation; Cornerstone Wealth Advisors, Inc. employs the most of them (1).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Aiken?

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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.