Financial advisors and lenders · South Carolina

Financial advisors and lenders in Lexington, SC

113 financial advisors in Lexington with phone numbers, 38 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Lexington list freeSee a sample
113
businesses
100%
have a phone number
34%
have an email address (38)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lexington

Twelve of the 113 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
MAXIM Investigative ServicesFinancial Planner—Yes(803) •••-••••Available
Midlands Insurance CenterFinancial Service; Legal Service; Insurance Agency—Yes(803) •••-••••Available
Edward Jones - Financial Advisor: Kevin Madden, AAMS®Financial Service; Legal Service—Yes(803) •••-••••Available
1IC InvestigationsFinancial Planner; Retail—Yes(803) •••-••••Available
First South Insurance AgencyOffice; Financial Service; Legal Service—Yes(803) •••-••••Available
Erin Haggard Motto Mortgage AssuranceLoans Agency—Yes(803) •••-••••Available
Douglass Financial GroupFinancial Service—Yes(803) •••-••••Available
Movement Mortgage, 39179 - Daniel Saadi, 455610Financial Service; Legal Service—Yes(803) •••-••••Available
Cornerstone Wealth GroupFinancial Service; Legal Service—Yes(803) •••-••••Available
Kendall Elevator CompanyFinancial Planner—Yes(803) •••-••••Available
Carolina Insurance GroupInsurance Agency; Financial Service; Legal Service—Yes(803) •••-••••Available
Movement Mortgage, 39179 - Travis Meade, 1210377Financial Service; Legal Service—Yes(803) •••-••••Available

Showing 12 of 113. Data refreshed October 2026.

The market

What Lexington's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 113 have no rating yet — prime prospects for review and reputation services.
16 (14%) have no website listed — a ready-made list for web design and SEO offers.
42% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service51
  • Financial Planner14
  • Loans Agency11
  • Insurance Agency; Financial Service; Legal Service9
  • Financial Service5
  • Real Estate Agency; Financial Service; Legal Service4

Area codes

  • (803)106
  • (864)2
  • (912)1
  • (866)1
  • (839)1
  • (843)1
Playbook

How to sell to financial advisors in Lexington

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Lexington financial advisors leads

How many financial advisors and lenders in Lexington, SC are in the database?
113 financial advisors and lenders in Lexington, SC, as of October 2026. 113 of them have a phone number and 38 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Lexington list of 113 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

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Start calling Lexington financial advisors today

25 free credits, no card. Search "financial advisors in Lexington" and unlock your first 25 contacts.

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