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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mount Pleasant, SC

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

14 ChFC holders work in Mount Pleasant; the most are at Apollon Wealth Management, LLC (7). 7 are also registered broker representatives.

ChFC advisors in Mount Pleasant, A to Z

Every advisor in Mount Pleasant →
  • Troy R. BarrentineEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffry A. CarmanOsaic Wealth, Inc. · Chartered Financial Consultant
  • Anthony R. CaseApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. DolbergApollon Wealth Management, LLC · Chartered Financial Consultant
  • Simeon G. Eaves Jr.Apollon Wealth Management, LLC · Chartered Financial Consultant
  • Robert H. GormanApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael P. GreenApollon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kassi A. HydeApollon Wealth Management, LLC · Chartered Financial Consultant
  • James S. LasherEagle Strategies LLC · Chartered Financial Consultant
  • Kristen L. McKeownApollon Wealth Management, LLC · Chartered Financial Consultant
  • Leo J. McLaughlinWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Luke T. PartonAdaptive Financial Consulting, LLC · Chartered Financial Consultant
  • James B. Plair Jr.Equitable Advisors, LLC · Chartered Financial Consultant
  • Robert J. RuelleApollon Financial, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Mount Pleasant

Apollon Wealth Management, LLC 7Apollon Financial, LLC 2Equitable Advisors, LLC 2Adaptive Financial Consulting, LLC 1Eagle Strategies LLC 1Osaic Wealth, Inc. 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other South Carolina cities

All of South Carolina →

Columbia 23Greenville 19Charleston 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 Mount Pleasant, SC?

14 SEC-registered investment adviser representatives at firm offices in Mount Pleasant, South Carolina list the ChFC designation; Apollon Wealth Management, LLC employs the most of them (7).

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 Mount Pleasant?

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.