Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bluffton, SC

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

3 ChFC holders work in Bluffton; the most are at Focus Wealth Advisors LLC (1). 1 are also registered broker representatives.

ChFC advisors in Bluffton, A to Z

Every advisor in Bluffton →

Joseph F. Folis Jr.Focus Wealth Advisors LLC · Chartered Financial Consultant
Marc L. JohnstonThe Bedminster Group · Certified Financial Planner, Chartered Financial Consultant
Andrew W. McCrossonMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Bluffton

Focus Wealth Advisors LLC 1 Mutual Of Omaha Investor Services, Inc. 1 The Bedminster Group 1

ChFC advisors in other South Carolina cities

All of South Carolina →

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

Questions

How many ChFC financial advisors are in Bluffton, SC?

3 SEC-registered investment adviser representatives at firm offices in Bluffton, South Carolina list the ChFC designation; Focus Wealth Advisors LLC 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 Bluffton?

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.