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Financial ADVSR advisor directory · SEC adviser records

Davinci Financial Designs financial advisors in Columbia, SC

Every SEC-registered investment adviser representative at a Davinci Financial Designs office in Columbia, A to Z.

The short answer

4 registered advisors work at Davinci Financial Designs in Columbia, out of 4 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Davinci Financial Designs advisors in Columbia, A to Z

Every Davinci Financial Designs advisor →

Davinci Financial Designs advisors in every city and state →Davinci Financial Designs: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Columbia

All Columbia advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Wells Fargo Clearing Services, LLC 55First Citizens Investor Services, Inc. 31Morgan Stanley 31Edward Jones 26Independent Advisor Alliance, LLC 20LPL Financial LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 18Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12

Questions

How many financial advisors does Davinci Financial Designs have in Columbia?

4 investment adviser representatives are registered at Davinci Financial Designs offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Davinci Financial Designs one of the largest advisor employers in Columbia?

Davinci Financial Designs ranks number 29 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.

How do I check a Davinci Financial Designs 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 Davinci Financial Designs 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.