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52 advisors near
41139
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William H
CFP®, Series 63
Ironton, OH
Creative Financial Solutions, LLC
William Hensley is a CFP® with 30 years of industry experience and is a financial advisor at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2014. Hensley serves as a board member of Young Life Huntington and is involved with the Rotary Club of Barboursville, WV, where he has held the position of past president. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm focuses on planning and fee-for-service models and utilizes third-party custodians and research to support investment recommendations.
Leif C
Series 63, Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 30 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and investment professional for Ramey Estep Homes, Inc., a nonprofit organization serving troubled youth. Leif Clarke Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax situation.
Anthony P
Series 63, Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Anthony Park is an advisor at Leif Clarke Wealth Management, Inc. with Series 63 and Series 65 credentials. He has worked in financial services roles at firms including Baird and Kentucky Farmers Bank, and has experience in health department administration. Leif Clarke Wealth Management provides investment management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax considerations.
Chandis F
Series 63, Series 65
Russell, KY
International Assets Investment Management, LLC
Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.
Tamara W
CFP®, Series 63
Grayson, KY
Archer Investment Corporation
Tamara Williams is a CFP® with 27 years of industry experience, currently serving as an advisor at Archer Investment Corporation since 2018. She previously worked at HD Vest for 15 years and has operated her own accounting and tax preparation business as a CPA since 2002. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction across multiple asset classes.
Christopher H
Series 63, Series 65
Flatwoods, KY
Sequent Planning, Llc
Christopher Hamm is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including 19 years at Western & Southern Financial Group and roles at Insurance and Beyond of Kentucky, LLC, where he is also an owner. In addition to his advisory work, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of approximately 97 advisors utilizing a structured risk framework and diversified investment approaches.
Robert B
Series 66
Ceredo, WV
United Brokerage Services, INC
Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. 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 through its parent company, United Asset Management Corporation.
Dennis B
Series 63, Series 66
Ashland, KY
FIFTH THIRD SECURITIES, Inc.
Dennis Bearce is a financial advisor at Fifth Third Securities, Inc. in Huntington, WV, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.
Timothy R
Series 63, Series 65
Grayson, KY
Money Concepts Capital Corp
Timothy Rayburn is a financial advisor with Money Concepts Capital Corp in Grayson, KY, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Money Concepts Capital Corp and Whitley Gahm & Rayburn CPAs PLLC since 2011. Outside of his advisory role, he is involved with Growing Lucasville Opportunities Inc, a charitable organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.
Christen H
Series 66, Series 63
Kitts Hills, OH
Empower Advisory Group
Christen Harper is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes a decade working with Dr. Mark Hickman before joining Empower Financial Services, Inc. and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.
Barbra K
Series 66
Russell, KY
Robert Baird & Co.
Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.
Mark C
Series 66
Ironton, OH
LPL Financial
Mark Compston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior firms include Lincoln Financial Securities Corporation and Wells Fargo Advisors. He serves as Treasurer on the board of Third and Center, a nonprofit organization in Ironton, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by proprietary and third-party research.
David T
Series 63, Series 65, Series 66
Ashland, KY
Raymond James & Associates
David Thompson Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Raymond James since 2007. In addition to his advisory role, he is a partner in Lightning Properties, a business outside the investment sector. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.
James N
Series 63, Series 65
Ashland, KY
Robert Baird & Co.
James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. and IA J. C. Bradford & Co. Outside of his advisory role, Norris serves on the investment committee of First Presbyterian Church in Ashland, KY, and is involved with local organizations including a country club board and a finance committee for a nonprofit. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment approaches including separately managed accounts and overlay strategies.
Stephanie M
Series 63, Series 65
Ashland, KY
Robert Baird & Co.
Stephanie Mc Knight is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons since 1997. She also serves as a trustee of family-related and relative’s trusts, overseeing assets and assisting with distributions. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other clients through tailored financial planning and portfolio management services, including discretionary and non-discretionary management and a range of investment strategies.
Peter D
Series 63, Series 65
Huntington, WV
Raymond James & Associates
Peter Dewald is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Andrew B
Series 66
Huntington, WV
Raymond James & Associates
Andrew Burns is a financial advisor with Raymond James & Associates in Huntington, WV, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. He serves as a board member for Ronald McDonald House Charities in Huntington, WV. Raymond James & Associates 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tanner L
Series 63, Series 65
Ashland, KY
Raymond James & Associates
Tanner Locey is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank, and has a background that includes experience in the banking sector and lawn care. Locey holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Noel R
CFP®, ChFC®, Series 66
Ashland, KY
Edward Jones
Noel Rigsby is a CFP®, ChFC®, and Series 66-licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and also works with Vanguard Solutions, Inc. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.
Brian S
Series 66
Worthington, KY
Raymond James & Associates
Brian Salters is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 14 years of industry experience and is based in Worthington, KY. Outside of his advisory role, Salters owns Salty's BBQ and Catering, a smoking and grilling business for events. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supported by comprehensive research and multiple portfolio management styles.
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Finding advisors...
52 advisors near
41139
within the area shown on the map
Out of 400,000+ nationwide