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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Columbia, SC

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

The short answer

23 ChFC holders work in Columbia; the most are at State Farm Investment Management Corp. (6). 20 are also registered broker representatives.

ChFC advisors in Columbia, A to Z

Every advisor in Columbia →
  • James S. AgostiniDavinci Financial Designs · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. BarronRegal Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory S. BingelCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Terri D. BrockState Farm Investment Management Corp. · Chartered Financial Consultant
  • Calvin H. ElamLPL Financial LLC · Chartered Financial Consultant
  • William C. EvansOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Nicole M. FarrState Farm Investment Management Corp. · Chartered Financial Consultant
  • Alexander F. Giles IIIJanney Montgomery Scott LLC · Chartered Financial Consultant
  • David J. GrookettCetera Investment Advisers LLC · Chartered Financial Consultant
  • Bradley K. HumphriesApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ashley L. JohnsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Darrell E. LaingSouthstate Private Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher T. LongPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lawrence A. Lucas Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Isaac J. Mikell IIIEagle Strategies LLC · Chartered Financial Consultant
  • Steven C. PlankState Farm Investment Management Corp. · Chartered Financial Consultant
  • Kyle E. RasmussenMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David RodarteCapital Consulting Group, Inc. · Chartered Financial Consultant
  • George R. Starnes IIINorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Joy J. WatkinsAnchor Investment Management · Certified Financial Planner, Chartered Financial Consultant
  • Robert D. WhitesideEquitable Advisors, LLC · Chartered Financial Consultant
  • Ronald K. WilliamsCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Milton Wright Jr.State Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Columbia

State Farm Investment Management Corp. 6Cambridge Investment Research Advisors, Inc. 2Anchor Investment Management 1Apollon Wealth Management, LLC 1Capital Consulting Group, Inc. 1Cetera Investment Advisers LLC 1Davinci Financial Designs 1Eagle Strategies LLC 1Equitable Advisors, LLC 1Janney Montgomery Scott LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1Park Avenue Securities LLC 1

ChFC advisors in other South Carolina cities

All of South Carolina →

Greenville 19Mount Pleasant 14Charleston 13Myrtle 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 Columbia, SC?

23 SEC-registered investment adviser representatives at firm offices in Columbia, South Carolina list the ChFC designation; State Farm Investment Management Corp. employs the most of them (6).

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 Columbia?

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.