Financial ADVSR advisor directory · SEC adviser records
Anchor Investment Management financial advisors in Columbia, SC
Every SEC-registered investment adviser representative at a Anchor Investment Management office in Columbia, A to Z.
The short answer
6 registered advisors work at Anchor Investment Management in Columbia, out of 6 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.
Anchor Investment Management advisors in Columbia, A to Z
Every Anchor Investment Management advisor →- W P. Dorn Jr.Chartered Financial Analyst
- Greg L. DunstonInvestment adviser rep
- John H. Moorman Jr.Investment adviser rep
- Robert S. NormanCertified Financial Planner
- Joy J. WatkinsCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Charles W. Williams Jr.Investment adviser rep
Anchor Investment Management advisors in every city and state →Anchor Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Columbia
All Columbia advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Morgan Stanley 32Wells Fargo Clearing Services, LLC 32Edward Jones 26First Citizens Investor Services, Inc. 26LPL Financial LLC 22Independent Advisor Alliance, LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 16Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12
Questions
How many financial advisors does Anchor Investment Management have in Columbia?
6 investment adviser representatives are registered at Anchor Investment Management offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Is Anchor Investment Management one of the largest advisor employers in Columbia?
Anchor Investment Management ranks number 22 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.
How do I check a Anchor Investment Management advisor in Columbia?
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 Anchor Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.