Financial advisors in Lexington, SC

87 advisors · page 3 of 3

Marty Grubbs
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Matthew Mahrer
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Melissa Mendenall
Financial advisor at Wealthspan Investment Management, LLC
Wealthspan Investment Management, LLC · $93.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Meredith Wilson
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Brown
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Campos
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Lazarakis
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mikel Trapp
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Misty Stathos
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Nathan Bradham
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Parker Rominger
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Davis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raymond Bradley
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ricky Mantei
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Blake
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Morin
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Streett
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Rodney Dooley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Atkinson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Westmoreland
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Seth Kurtz
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn McIlravy
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Stephen Sturkie
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Thomas
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Fields
Financial advisor at Shadow Wealth Management, LLC
Shadow Wealth Management, LLC · $19.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Taylor
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Yuxian Macaluso
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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 Lexington, 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.

Browse every state at Find an advisor.

Financial advisors in Lexington, SC.

How this list works

Before you hire an advisor in Lexington, SC