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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Beaufort, SC

Every SEC-registered investment adviser representative at a firm office in Beaufort, with the firms that employ the most of them.

The short answer

53 registered advisors work in Beaufort; the most are at Verity Investment Partners (11). 7 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Beaufort

FirmAdvisors in Beaufort
Verity Investment Partners11
Merrill Lynch, Pierce, Fenner & Smith Incorporated news10
Raymond James & Associates, Inc. news4
Wells Fargo Clearing Services, LLC news4
Edward Jones news3
First Command Advisory Services3
State Farm Investment Management Corp.3
Strategic Advisers LLC2
&Partners news1
Ae Wealth Management, LLC1
Apricus Wealth LLC1
Atlantic Capital Investments, LLC1
Bg Financial Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Indivisible Partners news1
Integrity Alliance, LLC.1
Northside Capital Management LLC1
Osaic Wealth, Inc. news1
Rfg Advisory, LLC1
Somerset Advisory, LLC1
Stifel, Nicolaus & Company, Incorporated news1
UBS Financial Services Inc. news1

Advisors in Beaufort, A to Z

CFP advisors in Beaufort →

Other cities in South Carolina

All of South Carolina →

Greenville 688Columbia 520Fort Mill 498Charleston 399Mount Pleasant 313Myrtle Beach 168Spartanburg 123Mt. Pleasant 122Bluffton 121Summerville 96Rock Hill 83Lexington 82Hilton Head Island 81North Charleston 68Daniel Island 66Florence 62Mt Pleasant 59Aiken 58Greer 58Anderson 55Simpsonville 50Seneca 40Sumter 36Pawleys Island 30

Questions

How many financial advisors are in Beaufort, SC?

53 investment adviser representatives are registered at firm offices in Beaufort, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Beaufort?

Verity Investment Partners, with 11 registered advisors in Beaufort, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 10.

How do I check a financial advisor in Beaufort?

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.