Edward Jones
20yrs
Top advisor by experience in Duncan
Financial advisors in Duncan, SC
Looking for a financial advisor in Duncan, SC? We list 11 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
11Advisors with offices here
4Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: State Farm Investment Management (4), LPL Financial (2), Edward Jones (2).
Nearby: Wellford, Lyman, Greer, Moore, Inman, Taylors, Roebuck, Woodruff.
LPL Financial
16yrs
Top 18% by experience in Duncan
Truist Advisory Services
12yrs
More experience than 73% of advisors in Duncan
Kestra Advisory Services
5yrs
More experience than 64% of advisors in Duncan
State Farm Investment Management
4yrs
4 years in the industry
State Farm Investment Management
4yrs
4 years in the industry
State Farm Investment Management
3yrs
3 years in the industry
LPL Financial
2yrs
2 years in the industry
Edward Jones
2yrs
2 years in the industry
State Farm Investment Management
New
New to the profession
MWA Financial Services
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.