Financial ADVSR advisor directory · SEC adviser records
Financial advisors in West Columbia, SC
Every SEC-registered investment adviser representative at a firm office in West Columbia, with the firms that employ the most of them.
The short answer
16 registered advisors work in West Columbia; the most are at Osaic Wealth, Inc. (3). 2 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in West Columbia
| Firm | Advisors in West Columbia |
|---|---|
| Osaic Wealth, Inc. news | 3 |
| State Farm Investment Management Corp. | 3 |
| Ae Wealth Management, LLC | 2 |
| Axio Consulting Group | 2 |
| Burkett Financial Services, LLC | 1 |
| Edward Jones news | 1 |
| Equitable Advisors, LLC news | 1 |
| LPL Enterprise, LLC news | 1 |
| Perigon Wealth Management, LLC | 1 |
| Wingstem Wealth, LLC | 1 |
Advisors in West Columbia, A to Z
CFP advisors in West Columbia →- Jacob AaronEquitable Advisors, LLC
- Brady C. AllenEdward Jones
- William B. AmickWingstem Wealth, LLC · Certified Financial Planner
- Donald H. BurkettBurkett Financial Services, LLC · Personal Financial Specialist
- Christopher M. BurnetteLPL Enterprise, LLC
- Theodore Calcina IIIOsaic Wealth, Inc. · Chartered Financial Consultant
- Theodore Calcina IVOsaic Wealth, Inc.
- Benjamin L. CovarPerigon Wealth Management, LLC · Chartered Financial Analyst
- Austin S. FulmerAxio Consulting Group
- Joe H. Giltner IIAxio Consulting Group · Chartered Financial Analyst
- Jamie L. LawhorneAe Wealth Management, LLC
- Elizabeth PorteeState Farm Investment Management Corp.
- Nicholas ShellyState Farm Investment Management Corp. · Chartered Financial Consultant
- Catherine M. TrawinskiAe Wealth Management, LLC
- Frank W. Wall IIOsaic Wealth, Inc. · Certified Financial Planner
- Jennifer S. WilkesState Farm Investment Management Corp. · Chartered Financial Consultant
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 West Columbia, SC?
16 investment adviser representatives are registered at firm offices in West Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in West Columbia?
Osaic Wealth, Inc., with 3 registered advisors in West Columbia, followed by State Farm Investment Management Corp. with 3.
How do I check a financial advisor in West Columbia?
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.