LPL Financial
31yrs
Top advisor for experience in Mauldin
Financial advisors in Mauldin, SC
Looking for a financial advisor in Mauldin, SC? We list 23 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.
23Advisors with offices here
9Median years of experience
61%At fee-only firms
9Firms represented
Largest firms here: Cambridge Investment Research Advisors, Inc. (8), LPL Financial LLC (5), Primerica Advisors (3).
Nearby: Simpsonville, Greenville, Fountain Inn, Taylors, Piedmont, Greer, Pelzer, Duncan.
Commonwealth Financial Network
31yrs
Top 9% for experience in Mauldin
First Citizens Investor Services
28yrs
Top 10% for experience at First Citizens Investor Services
Thrivent Investment Management
23yrs
Top 17% for experience in Mauldin
Thrivent Investment Management
22yrs
Top 19% for experience at Thrivent Investment Management
LPL Financial
17yrs
More experience than 74% of advisors in Mauldin
Strategic Advisers
16yrs
Top 22% for experience at Strategic Advisers
LPL Financial
16yrs
More experience than 65% of advisors in Mauldin
State Farm Investment Management
11yrs
More experience than 61% of advisors in Mauldin
Cambridge Investment Research Advisors
10yrs
More experience than 57% of advisors in Mauldin
Primerica Advisors
9yrs
9 years in the industry
Cambridge Investment Research Advisors
9yrs
9 years in the industry
Cwm
9yrs
9 years in the industry
Cambridge Investment Research Advisors
7yrs
7 years in the industry
Cambridge Investment Research Advisors
5yrs
5 years in the industry
Cambridge Investment Research Advisors
4yrs
4 years in the industry
Cambridge Investment Research Advisors
4yrs
4 years in the industry
LPL Financial
4yrs
4 years in the industry
Cambridge Investment Research Advisors
2yrs
2 years in the industry
Primerica Advisors
2yrs
2 years in the industry
Primerica Advisors
2yrs
2 years in the industry
Cambridge Investment Research Advisors
New
New to the profession
LPL Financial
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.