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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Simpsonville, SC

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

50 registered advisors work in Simpsonville; the most are at Edward Jones (11). 7 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in Simpsonville

FirmAdvisors in Simpsonville
Edward Jones news11
Strategic Advisers LLC5
State Farm Investment Management Corp.4
Wells Fargo Clearing Services, LLC news3
Empower Advisory Group, LLC2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Amoeba Growth Management LLC1
Cambridge Investment Research Advisors, Inc. news1
Centaurus Financial, Inc.1
Equitable Advisors, LLC news1
Gradient Advisors, LLC1
J.P. Morgan Securities LLC news1
Jacobi Capital Management, LLC1
Jehm Wealth & Retirement, LLC1
MML Investors Services, LLC1
Oneascent Financial Services LLC1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
Private Advisor Group, LLC1
Quantaraxia LLC1
Raymond James Financial Services Advisors, Inc. news1
Summit Financial, LLC1
Td Private Client Wealth LLC1
The Rich Group, LLC1

Advisors in Simpsonville, A to Z

CFP advisors in Simpsonville →

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 53Seneca 40Sumter 36Pawleys Island 30

Questions

How many financial advisors are in Simpsonville, SC?

50 investment adviser representatives are registered at firm offices in Simpsonville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Simpsonville?

Edward Jones, with 11 registered advisors in Simpsonville, followed by Strategic Advisers LLC with 5.

How do I check a financial advisor in Simpsonville?

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.