Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Charleston, IL
Every SEC-registered investment adviser representative at a firm office in Charleston, with the firms that employ the most of them.
The short answer
14 registered advisors work in Charleston; the most are at Wells Fargo Advisors Financial Network, LLC (7). 5 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Charleston
Advisors in Charleston, A to Z
CFP advisors in Charleston →- Granville ColvinEdward Jones
- Craig CunninghamWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Dan CunninghamWells Fargo Advisors Financial Network, LLC
- Alexander W. DickRaymond James Financial Services Advisors, Inc.
- Joseph W. FeardayWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Ryan H. FurnishEdward Jones
- Kristen GordonWells Fargo Advisors Financial Network, LLC
- Keith KinseyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jeffrey L. OettingOsaic Wealth, Inc.
- April D. SelstadRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Dustin SloatEdward Jones · Certified Financial Planner
- Kelsey D. SwingCetera Planning Partners
- Micah TabbertWells Fargo Advisors Financial Network, LLC
- Briana WhitleyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Other cities in Illinois
All of Illinois →Chicago 6,269Wheaton 814Oak Brook 529Naperville 520Rockford 466Deerfield 435Downers Grove 391Schaumburg 327Northbrook 316Springfield 239Oakbrook Terrace 229Lisle 218Peoria 213Orland Park 202Lombard 189Barrington 179Champaign 141Elmhurst 137Arlington Heights 135Lake Forest 133Bloomington 125Glenview 120Skokie 120Highland Park 116
Questions
How many financial advisors are in Charleston, IL?
14 investment adviser representatives are registered at firm offices in Charleston, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Charleston?
Wells Fargo Advisors Financial Network, LLC, with 7 registered advisors in Charleston, followed by Edward Jones with 3.
How do I check a financial advisor in Charleston?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.