Financial advisors in Summerville, SC

97 advisors · page 1 of 4

Amanda Rose
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Brandy Benton
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Brent Tatum
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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David Thompson
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
CFP®VerifiedFinancial planning
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Elaine Morgillo
Financial advisor at Flying Point Financial, Inc.
Flying Point Financial, Inc. · $206.7M AUM
CFP®VerifiedFinancial planning
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Jerry Koebel
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
CFP®VerifiedFinancial planning
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John Palen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Korey Banks
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Larry Weatherford
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Leslie Boykin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Alford
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Michael Davenport
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Sean Bennett
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Sean Harlan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Tracey Turko
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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William Everett
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Alton Palmer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Amanda Davis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Amanda Wise
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Angele Gerten
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Anna Ponder
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ashby Clark
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Austin Moak
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Brandon Chambers
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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Brandon O'higgins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Brent Bice
Financial advisor at Mwa Financial Services, Inc.
Mwa Financial Services, Inc. · $640M AUM
VerifiedFinancial planning
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Cary Beach
Financial advisor at Svb Wealth
Svb Wealth · $3.1B AUM
VerifiedFinancial planning
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Christa Irwin
Financial advisor at Compass Financial Management LLC
Compass Financial Management LLC · $893.8M AUM
VerifiedFinancial planning
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Christopher Mise
Financial advisor at Generouswealth, LLC
Generouswealth, LLC · $110.4M AUM
VerifiedFinancial planning
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Christopher Thomson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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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 Summerville, 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 Summerville, SC.

How this list works

Before you hire an advisor in Summerville, SC