Financial advisors in Columbia, SC

84 match · page 1 of 3

Adam Davis
Financial advisor at First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. · $2.63B AUM
CFP®VerifiedFinancial planning
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Allen Hancock
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
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Amy Cain
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Angela Thames
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
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Ann Beckwith
Financial advisor at Abacus Planning Group, Inc.
Abacus Planning Group, Inc. · $2.16B AUM
CFP®VerifiedFinancial planning
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Anne Ashworth
Financial advisor at Abacus Planning Group, Inc.
Abacus Planning Group, Inc. · $2.16B AUM
CFP®VerifiedFinancial planning
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Barbara Davis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Brad Blackburn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Bradley Humphries
Financial advisor at Apollon Wealth Management, LLC
Apollon Wealth Management, LLC · $11.56B AUM
CFP®VerifiedFinancial planning
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Charles Smoak
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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Cheryl Holland
Financial advisor at Abacus Planning Group, Inc.
Abacus Planning Group, Inc. · $2.16B AUM
CFP®VerifiedFinancial planning
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Christian Tyler
Financial advisor at Pendleton Street Advisors, LLC
Pendleton Street Advisors, LLC · $83.2M AUM
CFP®Verified
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Christopher Frey
Financial advisor at Southstate Private Capital Management LLC
Southstate Private Capital Management LLC · $4.96B AUM
CFP®VerifiedFinancial planning
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Christopher Long
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Christopher Sloop
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Clinton Bowen
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corinne Hanna
Financial advisor at Abacus Planning Group, Inc.
Abacus Planning Group, Inc. · $2.16B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Crystal Masincupp
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Smith
Financial advisor at First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. · $2.63B AUM
CFP®VerifiedFinancial planning
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Darrell Laing
Financial advisor at Southstate Private Capital Management LLC
Southstate Private Capital Management LLC · $4.96B AUM
CFP®VerifiedFinancial planning
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David Kirkpatrick
Financial advisor at Southstate Private Capital Management LLC
Southstate Private Capital Management LLC · $4.96B AUM
CFP®VerifiedFinancial planning
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David Palkovitz
Financial advisor at Apollon Wealth Management, LLC
Apollon Wealth Management, LLC · $11.56B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Strange
Financial advisor at Hobbs Group Advisors LLC
Hobbs Group Advisors LLC · $584.4M AUM
CFP®VerifiedFinancial planning
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David Wallace
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Diane Johnson
Financial advisor at Blackhawk Financial Advisors
Blackhawk Financial Advisors · $20.1M AUM
CFP®VerifiedFinancial planning
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Edgar Morris
Financial advisor at Stephens
Stephens · $18.04B AUM
CFP®VerifiedFinancial planning
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Ekta Patel
Financial advisor at Altfest Personal Wealth Management
Altfest Personal Wealth Management · $1.8B AUM
CFP®VerifiedFinancial planning
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Elise Bidwell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Eric Gluse
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Jameson
Financial advisor at Capital Wealth Group LLC
Capital Wealth Group LLC · $23.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Columbia, SC

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Columbia, SC.

How this list works

Before you hire an advisor in Columbia, SC