Financial advisors in Greenville, SC

766 advisors · page 3 of 26

Jason Lewis
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Jason Skistad
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Jeffrey Allen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeffrey Giguere
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
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Jennifer Hagadorn
Financial advisor at Foster Victor
Foster Victor · $2.64B AUM
CFP®VerifiedFinancial planning
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Jennifer Sharp
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Jeremy Strickler
Financial advisor at Advisory Services Network
Advisory Services Network · $10.6B AUM
CFP®VerifiedFinancial planning
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Jesse Hansford
Financial advisor at Osaic Advisory Services, LLC
Professional Planning & Wealth
CFP®VerifiedFinancial planning
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Joe Hines
Financial advisor at Global View Investment Advisors, LLC
Global View Investment Advisors, LLC · $553.8M AUM
CFP®VerifiedFinancial planning
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John Bartlett
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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John Bugay
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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John Burkhardt
Financial advisor at Goepper Burkhardt LLC
Goepper Burkhardt LLC · $380.3M AUM
CFP®VerifiedFinancial planning
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John Cullen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Jon Gauthier
Financial advisor at Colarion
Colarion · $188.3M AUM
CFP®VerifiedFinancial planning
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Jonathan Brown
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B AUM
CFP®VerifiedFinancial planning
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Joseph Grim
Financial advisor at Advanced Planning, Inc.
Advanced Planning, Inc. · $48.8M AUM
CFP®VerifiedFinancial planning
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Joshua Peek
Financial advisor at Insight Tax & Finance LLC
Insight Tax & Finance LLC
CFP®VerifiedFinancial planning
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Justin Chastain
Financial advisor at The Fiduciary Alliance
The Fiduciary Alliance · $2.53B AUM
CFP®VerifiedFinancial planning
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Katherine Sanders
Financial advisor at Foster Victor
Foster Victor · $2.64B AUM
CFP®VerifiedFinancial planning
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Kathryn Smith
Financial advisor at Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. · $1.85B AUM
CFP®VerifiedFinancial planning
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Kenneth Hicks
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Kerry Crum
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Kevin Willmot
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Kyle Fischer
Financial advisor at Godsey & Gibb Wealth Management
Godsey & Gibb Wealth Management · $1.56B AUM
CFP®VerifiedFinancial planning
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Leila Dudley
Financial advisor at Mosaic Wealth Strategies LLC
Mosaic Wealth Strategies LLC
CFP®VerifiedFinancial planning
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Lonnie Decker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Luke Payne
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Malcolm Street
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Marcus Graham
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Marcus Laughter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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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 Greenville, 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.

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Financial advisors in Greenville, SC.

How this list works

Before you hire an advisor in Greenville, SC