Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Greenville, SC
Every SEC-registered financial advisor at a firm office in Greenville who lists the Chartered Financial Consultant designation, A to Z.
The short answer
20 ChFC holders work in Greenville; the most are at Edward Jones (6). 15 are also registered broker representatives.
ChFC advisors in Greenville, A to Z
Every advisor in Greenville →- Melissa D. BaneGreenwood Capital Associates, LLC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Carroll D. Carson Jr.Advanced Planning, Inc. · Chartered Financial Consultant
- Jacob S. DunnEdward Jones · Chartered Financial Consultant
- Jason H. FreemanJ. Freeman & Associates · Chartered Financial Consultant
- Jeffrey K. Giguere Jr.Beacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph M. Grim IIIAdvanced Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher C. HallEdward Jones · Chartered Financial Consultant
- Stephen P. HattenNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- John T. LadyDiversify Advisory Services, LLC · Chartered Financial Consultant
- Ashton E. LawrenceMariner · Certified Financial Planner, Chartered Financial Consultant
- John K. McCallum Jr.Eagle Strategies LLC · Chartered Financial Consultant
- Terry L. NorrisOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Corey E. PhillipsEdward Jones · Chartered Financial Consultant
- Thiago PinheiroCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Julie A. RamsayEdward Jones · Chartered Financial Consultant
- Donald L. ReichertColton Groome Financial Advisors, LLC · Chartered Financial Consultant
- David RichEdward Jones · Chartered Financial Consultant
- Jamie T. StoneMeans Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Michael S. WadePackerland Brokerage Services, Inc. · Chartered Financial Consultant
- Samuel C. WoodsEdward Jones · Chartered Financial Consultant
Firms with the most ChFC holders in Greenville
Edward Jones 6Advanced Planning, Inc. 2Beacon Pointe Advisors, LLC 1Charles Schwab & Co., Inc. 1Colton Groome Financial Advisors, LLC 1Diversify Advisory Services, LLC 1Eagle Strategies LLC 1Greenwood Capital Associates, LLC 1J. Freeman & Associates 1Mariner 1Means Wealth Management 1Norris Financial Group, LLC 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1Packerland Brokerage Services, Inc. 1
ChFC advisors in other South Carolina cities
All of South Carolina →Columbia 23Mount 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 Greenville, SC?
20 SEC-registered investment adviser representatives at firm offices in Greenville, South Carolina list the ChFC designation; Edward Jones 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 Greenville?
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.