Edward Jones
26yrs
Top advisor by experience in York
Financial advisors in York, SC
Looking for a financial advisor in York, 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
5Median years of experience
0%At fee-only firms
7Firms represented
Largest firms here: Edward Jones (3), LPL Financial (2), Concorde Financial Resources (2).
Nearby: Rock Hill, Clover, Fort Mill, Blacksburg, Catawba, Chester.
Digital Ascension Group - Wealth
26yrs
Top advisor by experience at Digital Ascension Group - Wealth
Concorde Financial Resources
23yrs
More experience than 73% of advisors in York
Thrivent Investment Management
19yrs
Top 25% by experience at Thrivent Investment Management
LPL Financial
10yrs
More experience than 55% of advisors in York
Wise Planning
5yrs
5 years in the industry
LPL Financial
5yrs
5 years in the industry
Edward Jones
4yrs
4 years in the industry
Concorde Financial Resources
4yrs
4 years in the industry
Advice and Planning Services
4yrs
4 years in the industry
Edward Jones
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.