Financial Advisors in Lexington, SC

How to choose a financial advisor in Lexington

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Derek Johnson

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Lexington, SC

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James David

Financial Advisor

STRATOS WEALTH PARTNERS, LTD

Lexington, SC

ProfileNo contact yet

Edward Hutto

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Lexington, SC

ProfileNo contact yet

Dennis Bull

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Lexington, SC

ProfileNo contact yet

Yvette Smoak

Financial Advisor

Allstate Financial Services, Llc

Lexington, SC

ProfileNo contact yet

Roger Kuperman

Financial Advisor

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Lexington, SC

ProfileNo contact yet

Charles Estes

Financial Advisor

BETTER THINGS FINANCIAL PARTNERS LLC

Lexington, SC

ProfileNo contact yet
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