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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Summerville, SC

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

The short answer

5 ChFC holders work in Summerville; the most are at Edward Jones (5). 5 are also registered broker representatives.

ChFC advisors in Summerville, A to Z

Every advisor in Summerville →
  • Korey W. BanksEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Leslie D. BoykinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Michael T. DavenportEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Anna K. PonderEdward Jones · Chartered Financial Consultant
  • Brent TatumEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Summerville

Edward Jones 5

ChFC advisors in other South Carolina cities

All of South Carolina →

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

Questions

How many ChFC financial advisors are in Summerville, SC?

5 SEC-registered investment adviser representatives at firm offices in Summerville, South Carolina list the ChFC designation; Edward Jones 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 Summerville?

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.