Financial advisors in Seneca, SC

43 advisors · page 1 of 2

Amy Burk
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Andrew Peed
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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David Chudyk
Financial advisor at The Fiduciary Alliance
The Fiduciary Alliance · $2.53B AUM
CFP®VerifiedFinancial planning
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David Stone
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jason White
Financial advisor at Magnolia Financial Planning Services, Inc.
Magnolia Financial Planning Services, Inc. · $225.7M AUM
CFP®VerifiedFinancial planning
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Kenneth Mohr
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Robby Bryant
Financial advisor at Magnolia Financial Planning Services, Inc.
Magnolia Financial Planning Services, Inc. · $225.7M AUM
CFP®VerifiedFinancial planning
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Sharon Mack
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Stephen Jones
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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William Jones
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Alec Woodard
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Alex Vassey
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Alexander Medlin
Financial advisor at Iq Capital Strategy LLC
Iq Capital Strategy LLC · $22.6M AUM
Verified
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Andrew Howard
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
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Blake Pitts
Financial advisor at Iq Capital Strategy LLC
Iq Capital Strategy LLC · $22.6M AUM
Verified
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Carolyn Bare
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Dalton Massey
Financial advisor at Iq Capital Strategy LLC
Iq Capital Strategy LLC · $22.6M AUM
Verified
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Daniel Monez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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David Adrian
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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David Monckton
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Deborah Johnson
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
VerifiedFinancial planning
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Devyn Bond
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
VerifiedFinancial planning
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Easton Keys
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Elijah Chun
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ingrid Lampe
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jan Fredman
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
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Jeffrey Nesseth
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
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John Lamb
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jonathan Aprile
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Justin Blakley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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 Seneca, 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 Seneca, SC.

How this list works

Before you hire an advisor in Seneca, SC