Laiken Beckley

Advisor at Edward Jones

Updated today

Location

Bridgeport, WV 26330

Credentials

Series 66

Industry experience

4 years

About

Laiken Beckley is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, Beckley held positions at Harrison County Schools, State Farm, Freshley Built Properties, and The Shoe Story. Outside of financial advising, Beckley serves as head coach for the Bridgeport Middle School cheer team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations General retirement planning Wealth management

Occupation focus

Founder/Business Owner Oil & Gas

Demographic focus

Women Professionals

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

25 Sweetbrier Lane Suite 103

Bridgeport, WV 26330

Most active in

West Virginia

Work history

Edward Jones

2021 - Present (5 years)

Harrison County Schools

2018 - Present (8 years)

Freshley Built Properties

2018 - 2021 (3 years)

State Farm

2016 - 2021 (5 years)

The Shoe Story

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Todd L

CFP®

Fairmont, WV

Blackwater Financial

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Business ownership considerations Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Matthew W

CFP®, Series 66

Bridgeport, WV

OneSeven

Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Delaina K

Series 63, Series 66

Fairmont, WV

Alden investment Group

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Sherri S

Series 63, Series 66

Clarksburg, WV

Wesbanco Securities, Inc.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Options & derivatives strategies ESG / Sustainable investing
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Keith R

Series 63, Series 65

Bridgeport, WV

StoneX Advisors Inc.

Keith Ruckman is a financial advisor with StoneX Advisors Inc. in Bridgeport, WV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member of The Gideons International, assisting with the placement of Bibles and testaments in various community settings. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of StoneX Group.

ESG / Sustainable investing
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Leslie B

Series 63, Series 65

Bridgeport, WV

Lombard Advisers Incorporated

Leslie Boyce is a financial advisor at Lombard Advisers Incorporated with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Advisors LLC for 10 years. Outside of her advisory role, Boyce serves as CFO of Poynter's Business Solutions, a company specializing in office equipment sales and service. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies and offers access to various wrap and separately managed program options through affiliated broker-dealer relationships.

College savings (529s, UTMA, etc.)
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