Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Clover, SC

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

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

ChFC advisors in Clover, A to Z

Every advisor in Clover →
  • Nicholas G. BrighamState Farm Investment Management Corp. · Chartered Financial Consultant
  • Amanda E. PateSummit Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan G. PetersonCopperleaf Capital, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Clover

Brookstone Wealth Advisors, LLC 1Copperleaf Capital, LLC 1State Farm Investment Management Corp. 1Summit Wealth Partners, LLC 1

ChFC advisors in other South Carolina cities

All of South Carolina →

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

Questions

How many ChFC financial advisors are in Clover, SC?

3 SEC-registered investment adviser representatives at firm offices in Clover, South Carolina list the ChFC designation; Brookstone 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 Clover?

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.