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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Florence, SC

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

4 ChFC holders work in Florence; the most are at Edward Jones (2). 4 are also registered broker representatives.

ChFC advisors in Florence, A to Z

Every advisor in Florence →
  • Julie A. CordEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Copeland A. EdmundsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Robert W. LemasterEdward Jones · Chartered Financial Consultant
  • James G. StewartState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Florence

Edward Jones 2Eagle Strategies LLC 1State Farm Investment Management Corp. 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 5Landrum 4Bluffton 3Chapin 3Clover 3Daniel Island 3Easley 3Hilton Head 3Mt Pleasant 3Spartanburg 3West Columbia 3

Questions

How many ChFC financial advisors are in Florence, SC?

4 SEC-registered investment adviser representatives at firm offices in Florence, South Carolina list the ChFC designation; Edward Jones employs the most of them (2).

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 Florence?

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.