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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lexington, SC

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

82 registered advisors work in Lexington; the most are at Centaurus Financial, Inc. (11). 9 list the CFP designation and 75 are also registered broker representatives.

Firms with the most advisors in Lexington

FirmAdvisors in Lexington
Centaurus Financial, Inc.11
State Farm Investment Management Corp.11
Edward Jones news9
Ameriprise Financial Services, LLC news6
LPL Financial LLC news5
D.A. Davidson & Co.4
Thrivent Investment Management Inc.4
Cetera Investment Advisers LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Stratos Wealth Partners, Ltd.3
Cambridge Investment Research Advisors, Inc. news2
Osaic Wealth, Inc. news2
Truist Advisory Services, Inc. news2
Wells Fargo Clearing Services, LLC news2
&Partners news1
Allstate Financial Advisors, LLC1
Better Things Financial Partners LLC1
Brightworks Financial Planning LLC1
Cmc Wealth Management, LLC1
Equity Services, Inc.1
First Citizens Investor Services, Inc.1
J.P. Morgan Securities LLC news1
Limehouse Wealth Management LLC1
Principal Securities, Inc.1
Private Advisor Group, LLC1

Advisors in Lexington, A to Z

CFP advisors in Lexington →

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 83Hilton Head Island 81North Charleston 68Daniel Island 66Florence 62Mt Pleasant 59Aiken 58Greer 58Anderson 55Beaufort 53Simpsonville 50Seneca 40Sumter 36Pawleys Island 30

Questions

How many financial advisors are in Lexington, SC?

82 investment adviser representatives are registered at firm offices in Lexington, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 75 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Lexington?

Centaurus Financial, Inc., with 11 registered advisors in Lexington, followed by State Farm Investment Management Corp. with 11.

How do I check a financial advisor in Lexington?

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.