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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Charleston, SC

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

The short answer

13 ChFC holders work in Charleston; the most are at MML Investors Services, LLC (3). 10 are also registered broker representatives.

ChFC advisors in Charleston, A to Z

Every advisor in Charleston →
  • Donald K. AtkinsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan J. BassCalidris Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brannigan H. BeamMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William C. CoffeyWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Samuel L. CrossleyWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Heather A. EberlinState Farm Investment Management Corp. · Chartered Financial Consultant
  • Cooper GradyStratos Wealth Partners, Ltd. · Certified Financial Planner, Chartered Financial Consultant
  • David M. HorineMML Investors Services, LLC · Chartered Financial Consultant
  • Nicholas C. JonesMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mary T. JosephState Farm Investment Management Corp. · Chartered Financial Consultant
  • Paul C. MacdonaldAe Wealth Management, LLC · Chartered Financial Consultant
  • Thomas M. SmytheRobert W. Baird & Co. Incorporated · Chartered Financial Consultant
  • Charles J. Williams JrEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Charleston

MML Investors Services, LLC 3State Farm Investment Management Corp. 2Wells Fargo Clearing Services, LLC 2Ae Wealth Management, LLC 1Calidris Financial, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1Robert W. Baird & Co. Incorporated 1Stratos Wealth Partners, Ltd. 1

ChFC advisors in other South Carolina cities

All of South Carolina →

Columbia 23Greenville 19Mount Pleasant 14Myrtle Beach 12Fort Mill 8Lexington 7Aiken 5Mt. 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 Charleston, SC?

13 SEC-registered investment adviser representatives at firm offices in Charleston, South Carolina list the ChFC designation; MML Investors Services, LLC employs the most of them (3).

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 Charleston?

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.