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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Daniel Island, SC

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

3 ChFC holders work in Daniel Island; the most are at Harbour Wealth Management Group, Inc. (1). 2 are also registered broker representatives.

ChFC advisors in Daniel Island, A to Z

Every advisor in Daniel Island →
  • Aaron B. JusticeSouthstate Private Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matthew D. PardieckHarbour Wealth Management Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Gary R. SawyerIndependent Financial Partners · Chartered Financial Consultant

Firms with the most ChFC holders in Daniel Island

Harbour Wealth Management Group, Inc. 1Independent Financial Partners 1Southstate Private Capital Management 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 3Clover 3Easley 3Hilton Head 3Mt Pleasant 3Spartanburg 3West Columbia 3

Questions

How many ChFC financial advisors are in Daniel Island, SC?

3 SEC-registered investment adviser representatives at firm offices in Daniel Island, South Carolina list the ChFC designation; Harbour Wealth Management Group, 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 Daniel Island?

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.