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Designations / CFA charterholders

CFA charterholders in South Carolina

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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85 advisors

Anderson Griggs Investments
46yrs
Kendall Anderson
Financial advisor
113 E. Main St., Suite 310
Rock Hill, SC 29730
Top advisor by experience in Rock Hill
CFA
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Mariner
42yrs
Paul Cantor
Financial advisor
75 Port City Landing Suite 100
Mount Pleasant, SC 29464
Top 1% by experience at Mariner
CFACFP®
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Thomas Smith and Associates
36yrs
Thomas Smith
Financial advisor
Greenville, SC
Top 5% by experience in Greenville
CFAFiduciary
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CX Institutional
33yrs
Nelson Arrington
Financial advisor
211 E Washington Street Suite B
Greenville, SC 29601
Top 6% by experience at CX Institutional
CFAFiduciary
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CCM Investment Advisers
32yrs
Robert Key
Financial advisor
1201 Main Street Suite 1910
Columbia, SC 29201
Top 11% by experience in South Carolina
CFA
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McGehee Wealth Advisory Group
32yrs
James McGehee
Financial advisor
8461 Possum Hollow Rd Suite E112
Indian Land, SC 29707
Top 11% by experience in Indian Land
CFACFP®Fiduciary
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Foster Victor
32yrs
Jonathan McAdams
Financial advisor
10 Toy Street Suite 200
Greenville, SC 29601
Top advisor by experience at Foster Victor
CFAFiduciary
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Barbco Financial
32yrs
Gary Langham
Financial advisor
1611 Devonshire Drive
Columbia, SC 29204
Top 12% by experience in South Carolina
CFAFiduciary
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A.G.p / Alliance Global Partners
32yrs
Thomas Dowling
Financial advisor
1000 William Hilton Parkway Suite C5
Hilton Head, SC 29928
Top 12% by experience in South Carolina
CFACFP®Fiduciary
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Verity Investment Partners
31yrs
Michael Nix
Financial advisor
2015 Boundary Street 2nd Floor
Beaufort, SC 29902
Top advisor by experience at Verity Investment Partners
CFA
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Stokes Capital Advisors
31yrs
Taylor Stokes
Financial advisor
101 Venture Court
Greenwood, SC 29649
Top 13% by experience in South Carolina
CFAFiduciary
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Dividend Assets Capital
29yrs
Marc Saurborn
Financial advisor
58 Riverwalk Blvd.
Ridgeland, SC 29936
Top 16% by experience in South Carolina
CFAFiduciary
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The Fiduciary Alliance
29yrs
Gina Rose Salamin
Financial advisor
135 S Main St Suite 600
Greenville, SC 29601
Top 15% by experience in Greenville
CFA
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William B. Walkup & Associates
28yrs
Christopher Walkup
Financial advisor
142 Atrium Way
Columbia, SC 29223
Top 19% by experience in South Carolina
CFAFiduciaryFee-only firm
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Raymond James & Associates
28yrs
Benjamin Clauss
Financial advisor
101 Falls Park Drive Suite 600
Greenville, SC 29601
Top 17% by experience in Greenville
CFAFiduciary
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East Bay Investment Solutions
27yrs
Mario Nardone
Financial advisor
Charleston, SC
Top 20% by experience in South Carolina
CFA
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Colonial Trust Advisors
27yrs
Camp Wynn
Financial advisor
233 South Pine Street
Spartanburg, SC 29302
Top 20% by experience in South Carolina
CFAFiduciary
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Dividend Assets Capital
27yrs
Michael Davidoff
Financial advisor
58 Riverwalk Blvd.
Ridgeland, SC 29936
Top 21% by experience in South Carolina
CFACFP®Fiduciary
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The Fiduciary Alliance
27yrs
Gregory Towner
Financial advisor
135 S Main St Suite 600
Greenville, SC 29601
Top 19% by experience in Greenville
CFA
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LPL Financial
27yrs
Marc Zabicki
Financial advisor
1055 LPL Way
Fort Mill, SC 29715
Top 15% by experience in Fort Mill
CFAFiduciary
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Apricus Wealth
27yrs
Joseph Costigan
Financial advisor
2015 Boundary Street Suite 309
Beaufort, SC 29902
Top 22% by experience in South Carolina
CFA
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Colonial Trust Advisors
27yrs
Bert Barre
Financial advisor
233 South Pine Street
Spartanburg, SC 29302
Top 22% by experience in South Carolina
CFA
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The Fiduciary Alliance
26yrs
Brian Boughner
Financial advisor
135 S Main St Suite 600
Greenville, SC 29601
Top 21% by experience in Greenville
CFA
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