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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Fort Mill, SC

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

8 ChFC holders work in Fort Mill; the most are at LPL Financial LLC (5). 8 are also registered broker representatives.

ChFC advisors in Fort Mill, A to Z

Every advisor in Fort Mill →
  • James AlessandroStrategic Advisers LLC · Chartered Financial Consultant
  • Myles P. AllinghamLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan P. CollinLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • David L. CookLPL Financial LLC · Chartered Financial Consultant
  • Jason DemeoLPL Financial LLC · Chartered Financial Consultant
  • Kenneth R. Lake Jr.Cambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • John L. LarkinLPL Financial LLC · Chartered Financial Consultant
  • William M. OzburnKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Fort Mill

LPL Financial LLC 5Cambridge Investment Research Advisors, Inc. 1Kestra Advisory Services, LLC 1Strategic Advisers LLC 1

ChFC advisors in other South Carolina cities

All of South Carolina →

Columbia 23Greenville 19Mount Pleasant 14Charleston 13Myrtle Beach 12Lexington 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 Fort Mill, SC?

8 SEC-registered investment adviser representatives at firm offices in Fort Mill, South Carolina list the ChFC designation; LPL Financial LLC employs the most of them (5).

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 Fort Mill?

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.