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Financial ADVSR advisor directory · SEC adviser records

&Partners financial advisors in Sumter, SC

Every SEC-registered investment adviser representative at a &Partners office in Sumter, A to Z.

4 registered advisors work at &Partners in Sumter, out of 539 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

&Partners advisors in Sumter, A to Z

Every &Partners advisor →

&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →

&Partners advisors in other cities

Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Florham Park, NJ 6Saint Louis, MO 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Albany, NY 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4Basking Ridge, NJ 3

Other firms in Sumter

All Sumter advisors →

Edward Jones 8Raymond James & Associates, Inc. 4Osaic Wealth, Inc. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does &Partners have in Sumter?

4 investment adviser representatives are registered at &Partners offices in Sumter, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Is &Partners one of the largest advisor employers in Sumter?

&Partners ranks number 2 in Sumter by registered advisors; Edward Jones has the most, with 8.

How do I check a &Partners advisor in Sumter?

Each advisor below links to a profile with their registrations, exams, designations 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 &Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.