Find Top Financial Advisors in South Carolina
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in South Carolina. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in South Carolina
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| List of Financial Advisors in South Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Jason Noble Edelman Financial Engines, LLC |
4401 Leeds Avenue, North Charleston, SC 29405 |
(843) 952-2135 |
| Grant Collins Edelman Financial Engines, LLC |
163-5 Forum Drive, Columbia, SC 29229 |
(803) 865-7666 |
| Bradley Tunnell Tunnell Financial |
1113 44th Ave. N.Suite 103, Myrtle Beach, SC 29577 |
(843) 222-8964 |
| Robert Gardner CLU, ChFC®, RFC WSG Advisors, LLC |
1536 Fording Island Road, Hilton Head Island, SC 29926 |
(843) 837-8562 |
| Adam Wiles Global View, LLC |
308 W Stone Ave., Greenville, SC 29609 |
(864) 272-0819 |
Information on Qualified Financial Advisors in South Carolina
Qualifications
CRD# 5106029
FirmCRD# 104510
Series 7, 24, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
4401 Leeds Avenue,
Suite 225,
North Charleston,
SC 29405
Phone Number
(843) 9522135
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Political Science from Coastal Carolina University. Married to Rachel. They have two children: Avery and Ryan. Jason enjoys watch his Yankees and Ohio State Buckeyes, reading to his daughter every night and traveling.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5605969
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
163-5 Forum Drive,
Columbia,
SC 29229
Phone Number
(803) 8657666
Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7, 66 examination(s) administered by FINRA. Master's degree in English from the University of South Carolina. Married to Jessica. They have two children: Eliza and James. Grant enjoys woodworking and hiking.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2888131
FirmCRD# 141413
Series 6, 63, 65
Office Location
1113 44th Ave. N.Suite 103,
Myrtle Beach,
SC 29577
Phone Number
(843) 2228964
Brad and his wife Carla live in Loris near Myrtle Beach, SC and have been married for 20 years. He received his undergraduate degree from Clemson University in 1995 attained a Series 6 and Series 63 Securities License as well as attended Trident University and The American College to obtain his insurance license and become certified by the LUTC in "Advanced Estate Planning". Brad has also graduated from Duke University's CFP (Certified Financial Planner) program. Many advisers are compensated by commissions. This could possibly influence the advice that is provided. Therefore, he also holds a Series 65 Securities License and is bound to a "Fiduciary" duty as opposed to a "Suitability" duty. This is a very important distinction. Understanding that clients are in different stages of their lives is very important. They may be purchasing their first home, financing a childs college education, planning for retirement, or protecting and growing their savings while in retirement. We believe that a financial plan must reflect their personal situation.
About Tunnell Financial
Safer Solutions with Growth Opportunities for IRA as well as Non-qualified funds: Social Security Reports 20 Years of Experience Duke University CFP Certification Retirement 401(k) College Planning Estate Planning Investment & Wealth Management Key Man Buisness Planning Buy-Sell Business Planning
Qualifications
CRD# 2131726
Office Location
1536 Fording Island Road,
Suite 101,
Hilton Head Island,
SC 29926
Phone Number
(843) 8378562
Bob Gardner, president and founder of WSG Advisors, has been a practicing financial advisor for more than three decades. As president, he focuses his experience and knowledge on comprehensive wealth management for retirees and pre-retirees. With a strong background in financial services and insurance, Bob has extensive knowledge in how money works and, more importantly, how to make it work for his clients. Since his college days, he has continually worked to further his professional education and business acumen by attending continuing education classes and becoming a Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and a Registered Financial Consultant (RFC). Bob is committed to helping retirees and pre-retirees live their ideal lives, and as such, has conducted more than 300 seminars and workshops since 1997, as well as more than 4,000 consulting interviews with individuals in or nearing retirement. Bob is a native South Carolinian, and he and his family have been residents of Hilton Head Island since 2004.
About WSG Advisors, LLC
We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. Our Mission Statement is simply the following: In everything we do, we believe in challenging conventional wisdom in traditional wealth accumulation and distribution strategies. In everything we do, we believe in challenging the thinking of the Administration and its strategies for taxing wealth in this country. In everything we do, we believe in creating proven wealth strategies where cash flow generated from these strategies can be exempt from Federal Income taxes under the Internal Revenue Code.
Qualifications
CRD# 39543
FirmCRD# 145499
Compensation/Fee
I am a fee-only financial professional, Based on Assets, Flat Fee
Office Location
308 W Stone Ave.,
Greenville,
SC 29609
Phone Number
(864) 2720819
Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.
About Global View, LLC
Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries consisting of five Advisors and support staff work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER TM Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs. Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our client's, with the end goal of always helping the client attain their goal. Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.
| List of Additional Financial Advisors in South Carolina | |
| Benefit Financial & Insurance Services | Myrtle Beach, SC |
| Sandlapper Wealth Management, Llc | Greenville, SC |
| Dividend Assets Capital, Llc | Ridgeland, SC |
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Select other cities in South Carolina to broaden your search for a financial advisor
- Financial Advisors in Columbia, South Carolina
- Financial Advisors in Greenville, South Carolina
- Financial Advisors in Hilton Head Island, South Carolina
- Financial Advisors in Myrtle Beach, South Carolina
- Financial Advisors in North Charleston, South Carolina
- Financial Advisors in Ridgeland, South Carolina
