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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Summerville, SC

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

The short answer

96 registered advisors work in Summerville; the most are at Edward Jones (22). 18 list the CFP designation and 76 are also registered broker representatives.

Firms with the most advisors in Summerville

FirmAdvisors in Summerville
Edward Jones news22
Ameriprise Financial Services, LLC news8
LPL Financial LLC news6
Cambridge Investment Research Advisors, Inc. news4
Pfs Investments Inc.4
First Citizens Asset Management, Inc.3
Mwa Financial Services Inc.3
Cetera Investment Advisers LLC news2
Creative Planning news2
Fifth Third Securities, Inc.2
First Command Advisory Services2
Generouswealth, LLC2
Hfg Capital2
J.P. Morgan Securities LLC news2
Northwestern Mutual Investment Services, LLC2
Park Avenue Securities LLC2
Scipio Financial LLC2
State Farm Investment Management Corp.2
Ae Wealth Management, LLC1
Allstate Financial Advisors, LLC1
Ally Invest Advisors1
Amb Wealth, LLC1
Bfc Planning, Inc.1
C2g Capital Management LLC1
Compass Financial Management LLC1

Advisors in Summerville, A to Z

CFP advisors in Summerville →

Other cities in South Carolina

All of South Carolina →

Greenville 688Columbia 520Fort Mill 498Charleston 399Mount Pleasant 313Myrtle Beach 168Spartanburg 123Mt. Pleasant 122Bluffton 121Rock Hill 83Lexington 82Hilton 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 Summerville, SC?

96 investment adviser representatives are registered at firm offices in Summerville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 76 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Summerville?

Edward Jones, with 22 registered advisors in Summerville, followed by Ameriprise Financial Services, LLC with 8.

How do I check a financial advisor in Summerville?

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.