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107 advisors near
45638
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Out of 400,000+ nationwide
Ethan L
Series 65
Huntington, WV
Layne Financial Group
Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.
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.
Malcolm M
Series 65
Huntington, WV
Global Value Investment Corporation
Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 credential and previously worked in legal roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of advisory work, he is a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm’s investment approach centers on fundamental analysis conducted by an in-house research team and includes both short- and long-term strategies, with portfolios tailored to client specifications on a discretionary basis.
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.
Christopher H
Series 63, Series 65
Flatwoods, KY
Sequent Planning, LLC
Christopher Hamm is a financial advisor at Sequent Planning, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western & Southern Financial Group for 19 years. Outside of his advisory work, he owns and operates The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of independent advisers using 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.
Susanne E
Series 63, Series 66
Huntington, WV
Truist Advisory Services
Susanne Eavenson is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Truist and its predecessor firms since 2010. Outside of her advisory work, she serves as Vice President of DODRILL Jewelers and is a board member of Mountain State Centers for Independent Living, a community organization supporting people with disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and third-party consulting supported by AI-enabled research tools.
Christen H
Series 63, Series 66
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 63 and Series 66 designations and has worked at Empower Financial Services and with Dr. Mark Hickman prior to her current role. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.
Erica M
Series 63
Wheelersburg, OH
AE Wealth Management, LLC
Erica Mccain is a financial advisor at AE Wealth Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at AE Wealth Management since 2020, following roles at Fusion Capital Management and Questar Asset Management. Outside of her advisory work, she is the author of the publication "Ladies with Loot," for which she collects royalties. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm uses a platform-centered approach combining internally managed and third-party models, offering services such as portfolio management, financial planning, and plan consulting.
Ray M
Series 63
South Shore, KY
Planmember Securities Corporation
Ray Mc Ginnis is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a board member for 8th St. Wesleyan Chapel and the charity organization Mylee's Missions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with participant education and support services.
Robert K
Series 66
Huntington, WV
Valic Financial Advisors
Robert Klug Sr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at Combined Insurance and the Law Offices of Robert J. Klug, Sr. Outside of advising, he provides ride share and delivery services through platforms such as Lyft, Uber, DoorDash, and Amazon Flex during evenings and weekends. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Anne B
Series 66
Huntington, WV
Empower Advisory Group
Anne Bolling is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at Empower Advisory Group and has previously been employed at City National Bank, RBC Capital Markets, and other firms. Bolling serves on the boards of the Huntington YMCA and the Huntington Museum of Art. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and offering 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.
Robert S
CFP®, Series 66
Huntington, WV
RBC Capital Markets
Robert Simmons is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with RBC Capital Markets and City National Bank, having worked at RBC since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services utilizing both in-house and third-party investment managers, with options for tax management and responsible investing.
Daniel W
Series 63
Huntington, WV
Merrill
Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.
Rolando P
Series 63, Series 66
Huntington, WV
Equitable Advisors
Rolando Parsley is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and seven years of industry experience. His prior work includes roles at Chase Investment Services Corp. and Citigroup Global Markets. He is also the owner of Parsley Holdings LLC, operating under the name Herd Tactical, a non-investment-related business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party advisory platforms.
Mark C
Series 66
Ironton, OH
LPL Financial
Mark Compston is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, Wells Fargo Advisors, PNC Wealth Management, and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer on the board of the nonprofit Third and Center in Ironton, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining a broad platform with technological tools to support its network of over 22,800 advisors.
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107 advisors near
45638
within the area shown on the map
Out of 400,000+ nationwide