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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Taylors, SC

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

The short answer

28 registered advisors work in Taylors; the most are at Strategic Advisers LLC (5). 5 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in Taylors

FirmAdvisors in Taylors
Strategic Advisers LLC5
LPL Financial LLC news4
State Farm Investment Management Corp.3
MML Investors Services, LLC2
Osaic Wealth, Inc. news2
Truist Advisory Services, Inc. news2
Advanced Advisor Group, LLC1
Blackridge Asset Management, LLC1
Creative Planning news1
Inspire Advisors, LLC1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
Newedge Advisors1
Transamerica Retirement Advisors, LLC1
UBS Financial Services Inc. news1
Wealth Enhancement Advisory Services, LLC news1
Wells Fargo Clearing Services, LLC news1

Advisors in Taylors, A to Z

CFP advisors in Taylors →

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 Taylors, SC?

28 investment adviser representatives are registered at firm offices in Taylors, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Taylors?

Strategic Advisers LLC, with 5 registered advisors in Taylors, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Taylors?

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.