Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

265 advisors near
29349

Out of 400,000+ nationwide

user avatar
firm logo

Jennifer C

Series 66

Greer, SC

Raymond James & Associates

Jennifer Collins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James & Associates since 2015 and at Raymond James Financial Services, Inc. since 2018. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kathryn P

CFP®, Series 63

Spartanburg, SC

LPL Financial

Kathryn Premraj is a CFP® professional affiliated with LPL Financial in Spartanburg, SC. She has worked in the financial industry since 2019, including four years at Cetera Advisor Networks and three years at LPL Financial. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third‑party strategies across various investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Brent F

Series 63, Series 65

Greer, SC

Edward Jones

Brent Furnish is a financial advisor at Edward Jones in Greer, SC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He worked at Wells Fargo Clearing for 13 years before joining Edward Jones, where he has been since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jeffrey E

Series 66

Taylors, SC

LPL Enterprise

Jeffrey Earley is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Woodbury Financial Services, Inc., and Thrivent Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
user avatar
firm logo

Benjamin P

Series 63, Series 66

Taylors, SC

LPL Financial

Benjamin Pearman IV is a financial advisor with LPL Financial in Taylors, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at South Carolina Bank and Trust, Sorrento Pacific Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)