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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mt. Pleasant, SC

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

5 ChFC holders work in Mt. Pleasant; the most are at Commonwealth Financial Network (2). 3 are also registered broker representatives.

ChFC advisors in Mt. Pleasant, A to Z

Every advisor in Mt. Pleasant →
  • Richard D. Brewer IIICommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Brian J. CummingsCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Amal D. GawleLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard C. KasprakCetera Investment Advisers LLC · Chartered Financial Consultant
  • Michael J. KreftPalmetto Coast Advisors, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Mt. Pleasant

Commonwealth Financial Network 2Cetera Investment Advisers LLC 1LPL Enterprise, LLC 1Palmetto Coast Advisors, Inc. 1

ChFC advisors in other South Carolina cities

All of South Carolina →

Columbia 23Greenville 19Mount Pleasant 14Charleston 13Myrtle Beach 12Fort Mill 8Lexington 7Aiken 5Summerville 5Florence 4Landrum 4Bluffton 3Chapin 3Clover 3Daniel Island 3Easley 3Hilton Head 3Spartanburg 3West Columbia 3

Questions

How many ChFC financial advisors are in Mt. Pleasant, SC?

5 SEC-registered investment adviser representatives at firm offices in Mt. Pleasant, South Carolina list the ChFC designation; Commonwealth Financial Network 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 Mt. 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.