Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Georgetown, SC
Every SEC-registered investment adviser representative at a firm office in Georgetown, with the firms that employ the most of them.
7 registered advisors work in Georgetown; the most are at Edward Jones (3). 0 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Georgetown
| Firm | Advisors in Georgetown |
|---|---|
| Edward Jones news | 3 |
| Janney Montgomery Scott LLC news | 1 |
| Mavericus Retirement Services LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Winyah Financial Services, LLC | 1 |
Advisors in Georgetown, A to Z
Search all of South Carolina →- Matthew W. DoakState Farm Investment Management Corp.
- Thomas J. JohnsonEdward Jones
- James I. MahaneyMavericus Retirement Services LLC · Chartered Financial Consultant
- F. Houghton Phillips IIJanney Montgomery Scott LLC
- Elbert C. SmallsWinyah Financial Services, LLC
- Kent P. VannierEdward Jones
- Molly VannierEdward Jones
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 55Beaufort 53Simpsonville 50Seneca 40Sumter 36
Questions
How many financial advisors are in Georgetown, SC?
7 investment adviser representatives are registered at firm offices in Georgetown, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Georgetown?
Edward Jones, with 3 registered advisors in Georgetown, followed by Janney Montgomery Scott LLC with 1.
How do I check a financial advisor in Georgetown?
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.