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7 advisors near 43915
Out of 400,000+ nationwide
Timothy B
Series 63, Series 65
Paden City, WV
Hazlett, Burt & Watson, Inc.
Timothy Bidwell is a financial advisor with Hazlett, Burt & Watson, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Hazlett, Burt & Watson since 2000. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of asset classes.
Nikki L
CFP®, ChFC®, Series 66
Woodsfield, OH
Commonwealth Financial Services
Nikki Lude is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at Commonwealth Financial Services, having previously worked at Arbor Point Advisors, Securities America, Inc., and LPL Financial. Lude serves on several local nonprofit boards, including the Monroe County Community Foundation and the Baker Economic Development & Scholarship Funds, and coaches elementary school volleyball. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products, employing both fundamental and technical analysis along with tactical trading strategies.
Herman L
Series 65
Moundsville, WV
integrity Advisory Solutions
Herman Lantz is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and no prior industry experience. He has been with Integrity Advisory Solutions since 2025 and concurrently maintains a legal practice as the owner of Lantz Law Offices since 2008. Outside of his advisory role, he serves as an Assistant Prosecuting Attorney for Hancock and Marshall Counties. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios with a range of investment strategies.
Douglass S
Series 63, Series 65
Moundsville, WV
Truist Advisory Services
Douglass Schmidt is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Truist Advisory Services since 2021, following previous roles at Bb&T Securities and BB&T Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions through model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.
Thomas B
Series 63, Series 66
Moundsville, WV
OSAIC
Thomas Burke is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves as State Secretary for the West Virginia Knights of Columbus, a fraternal benefit society. OSAIC is an SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options.
Aaron B
Series 63, Series 66
Clarington, OH
LPL Financial
Aaron Burga is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at WesBanco Securities Inc. from 2013 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, Burga serves as the mayor of Wilson Township, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.
Gary W
Series 63, Series 66
Clarington, OH
LPL Financial
Gary Williamson is a financial advisor with LPL Financial in Coshocton, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at WesBanco Securities Inc. and Southeastern Ohio Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by in-house research and a broad network of investment adviser representatives.
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7 advisors near 43915
Out of 400,000+ nationwide