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Lori P
Series 63, Series 66
Parkersburg, WV
United Brokerage Services, INC
Lori Pointer is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Hazlett, Burt & Watson, Inc., Schwendeman Agency Inc, and WesBanco Securities, Inc. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic and tactical asset allocation, the use of mutual funds, ETFs, individual securities, and third-party research, typically offering advice on a non-discretionary basis.
Lindsay G
Parkersburg, WV
United Brokerage Services, INC
Lindsay Green is a financial advisor at United Brokerage Services, Inc. with eight years of industry experience. She has worked exclusively with the firm since 2010 in various capacities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment programs and maintaining an affiliation with United Bank through its parent company.
Ami S
Series 63, Series 65
Parkersburg, WV
United Brokerage Services, INC
Ami Shaver is a financial advisor at United Brokerage Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 1995 and United Bank since 2004, where she serves as EVP and Chief Human Resources Officer. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages assets on a non-discretionary basis and is affiliated with United Bank, providing a combination of banking and advisory services uncommon among enterprise peers.
Joshua M
Series 63, Series 65
Parkersburg, WV
United Brokerage Services, INC
Joshua Mc Bride is a financial advisor with United Brokerage Services, Inc. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. His prior roles include positions at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC., Bb&T Securities, LLC, and BBTIS. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a variety of managed account programs and utilizes a strategic and tactical asset allocation approach that includes mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.
Micheal E
Series 63
Parkersburg, WV
United Brokerage Services, INC
Micheal Earl is a financial advisor with United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 63 designation and 21 years of industry experience. He has been with United Brokerage Services since 2013 and currently serves as Chief Compliance Officer of Wealth Management for the division, which includes United Brokerage and United Bank's Trust Department. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and a dual RIA and broker-dealer registration.
Eric H
Series 66
Parkersburg, WV
United Brokerage Services, INC
Eric Humphrey is a financial advisor at United Brokerage Services, Inc. with five years of industry experience. He holds the Series 66 designation. Prior to joining United Brokerage Services, he worked for REM Community Options for six years. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, uses mutual funds, ETFs, individual equities, and fixed income, and offers both non-discretionary and discretionary management options through various wrap and unified managed account programs.
Nathaniel B
Series 66
Parkersburg, WV
United Brokerage Services, INC
Nathaniel Butler is a financial advisor at United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 66 designation with 18 years of industry experience. He has been with United Brokerage Services since 2008. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a dual registration as both an RIA and a broker-dealer.
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