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Financial ADVSR advisor directory · SEC adviser records

Professional Planning & Wealth financial advisors in South Carolina

Every SEC-registered investment adviser representative at a Professional Planning & Wealth office in South Carolina, by city and A to Z.

The short answer

4 registered advisors work at Professional Planning & Wealth in South Carolina, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Greenville (4). 2 list the CFP designation and 0 are also registered broker representatives.

Professional Planning & Wealth advisors by city in South Carolina

Every firm in South Carolina →

Greenville 4

Professional Planning & Wealth advisors in South Carolina, A to Z

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Professional Planning & Wealth advisors in every state →Professional Planning & Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Professional Planning & Wealth financial advisors are in South Carolina?

4 investment adviser representatives are registered at Professional Planning & Wealth offices in South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in South Carolina does Professional Planning & Wealth have the most advisors?

Greenville, with 4. Professional Planning & Wealth has advisors in 1 city in South Carolina.

How do I check a Professional Planning & Wealth advisor in South Carolina?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Professional Planning & Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.