Silver Oak Securities
29yrs
Top advisor by experience in Surfside Beach
Financial advisors in Surfside Beach, SC
Looking for a financial advisor in Surfside Beach, SC? We list 7 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.
7Advisors with offices here
24Median years of experience
0%At fee-only firms
5Firms represented
Largest firms here: Edward Jones (3), Silver Oak Securities (1), Valic Financial Advisors (1).
Edward Jones
27yrs
Top 8% by experience at Edward Jones
Kestra Advisory Services
25yrs
More experience than 73% of advisors in South Carolina
Edward Jones
24yrs
Florence Shelley
Financial advisor
8703 Hwy 17 Bypass Suite D South Park Centre
Surfside Beach, SC 29575
Surfside Beach, SC 29575
Top 14% by experience at Edward Jones
Valic Financial Advisors
13yrs
13 years in the industry
Wells Fargo Advisors
11yrs
11 years in the industry
Edward Jones
2yrs
2 years in the industry
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.