Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Okatie, SC
Every SEC-registered investment adviser representative at a firm office in Okatie, with the firms that employ the most of them.
The short answer
15 registered advisors work in Okatie; the most are at Fee-Only Financial Planning, L.C. (3). 4 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Okatie
| Firm | Advisors in Okatie |
|---|---|
| Fee-Only Financial Planning, L.C. | 3 |
| Wells Fargo Advisors Financial Network, LLC news | 3 |
| Ae Wealth Management, LLC | 1 |
| Ameritas Advisory Services, LLC | 1 |
| Edward Jones news | 1 |
| Five Mile River Investment Management, LLC | 1 |
| MML Investors Services, LLC | 1 |
| Mercer Global Advisors Inc. | 1 |
| Minas Wealth Management LLC | 1 |
| Rockport Wealth Advisors | 1 |
| Van Grouw Advisors, LLC | 1 |
Advisors in Okatie, A to Z
CFP advisors in Okatie →- Jeffrey S. BaronMML Investors Services, LLC · Chartered Financial Consultant
- Jeffrey B. BaumhoerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Margaret E. BowenFee-Only Financial Planning, L.C. · Certified Financial Planner
- Brian P. EllisRockport Wealth Advisors
- Sage P. HarosiacalaciAmeritas Advisory Services, LLC
- William L. Hickman IIIMinas Wealth Management LLC
- Andrew M. Hudick IIFee-Only Financial Planning, L.C. · Certified Financial Planner
- Anne M. HudickFee-Only Financial Planning, L.C. · Certified Financial Planner
- Jeff B. MitchellAe Wealth Management, LLC
- Anthony W. NappleWells Fargo Advisors Financial Network, LLC
- Jennifer L. NappleWells Fargo Advisors Financial Network, LLC
- Thayer B. RobbinsFive Mile River Investment Management, LLC
- Jeffrey S. TroianoMercer Global Advisors Inc.
- Erica A. WebberEdward Jones
- Ronald E. Woernle Sr.Van Grouw Advisors, LLC
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 Okatie, SC?
15 investment adviser representatives are registered at firm offices in Okatie, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Okatie?
Fee-Only Financial Planning, L.C., with 3 registered advisors in Okatie, followed by Wells Fargo Advisors Financial Network, LLC with 3.
How do I check a financial advisor in Okatie?
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.