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68 advisors near
26101
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Toni S
Series 63, Series 65
Parkersburg, WV
First Heartland Consultants, Inc.
Toni Sams is a financial advisor with First Heartland Consultants, Inc. in Parkersburg, WV, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with First Heartland Capital, Inc. since 2009. Sams is also the owner of TMW Financials, LLC, a business involved in marketing insurance and financial services. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.
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.
James C
Series 63, Series 65
Parkersburg, WV
Wesbanco Securities, Inc.
James Conner is a financial advisor at WesBanco Securities, Inc. in Sissonville, WV, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WesBanco entities since 2000. Outside of his advisory role, he participates as a guest speaker at various churches and is involved in ministry work on a part-time basis. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, utilizing a variety of analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.
Christopher B
Series 63, Series 65
Parkersburg, WV
ValMark Advisers, Inc.
Christopher Bennon is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2007. Bennon serves as a board member for the Parkersburg Art Center. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, including mutual funds, ETFs, and separate-account managers, with ongoing account monitoring and rebalancing overseen by an investment committee.
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.
Douglas T
CFP®, ChFC®, Series 63
Parkersurg, WV
ValMark Advisers, Inc.
Douglas Thorpe is a CFP® and ChFC® with 24 years of industry experience, currently serving as an advisor at ValMark Advisers, Inc. since 2007. Beyond his advisory role, he is involved in community activities including coaching youth basketball and serving as president of the Parkersburg High School Boys Track Boosters. He also participates in scholarship committee work related to financial education. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation, employing mutual funds, ETFs, and third-party managers, along with proprietary platforms such as ACCESS and partnerships with firms like Charles Schwab.
Anthony T
Series 63, Series 65
Parkersburg, WV
Bankers Life Advisory Services, Inc.
Anthony Titus is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions with Bankers Life and Casualty Company and Advanced Healthcare Solutions LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' goals and risk tolerances.
Kayla S
Series 66
Parkersburg, WV
Bankers Life Advisory Services, Inc.
Kayla Sayres is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. She has been affiliated with Bankers Life and Casualty, Inc. since 2009 as an insurance agent and unit sales manager, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.
Steven M
Series 66
Parkersburg, WV
Truist Advisory Services
Steven Mooney is a financial advisor with Truist Advisory Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Truist Investment Services, MVB Bank, and HealthNet AeroMedical. Outside of his advisory role, he is involved in managing a single-family rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supplemented by AI-enabled research tools and inter-affiliate resources.
David L
Series 66
Parkersburg, WV
Equitable Advisors
David Lyle is a financial advisor with Equitable Advisors in Parkersburg, WV, holding a Series 66 designation and six years of industry experience. His prior roles include work at Robert Morris University and various positions in service and delivery companies. He also operated Lyle Enterprise from 2019 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party asset management programs.
Wendy M
Series 63, Series 65
Williamstown, WV
Raymond James Financial
Wendy Martin is a financial advisor at Raymond James Financial with six years of industry experience. She has previously worked at Wells Fargo Advisors and Peoples Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs, with a notable focus on municipal and public finance and recently expanded SIMPLE IRA employer advisory services.
Steven H
Series 63, Series 65
Belpre, OH
Edward Jones
Steven Highland is a financial advisor with Edward Jones in Belpre, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert W
Series 63, Series 65
Vienna, WV
Raymond James & Associates
Robert Winebrenner is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63 and Series 65 securities licenses and has been with Raymond James since 2015. In addition to his financial advisory role, he has served in the West Virginia Army National Guard since 1992. Raymond James & Associates is a large 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 non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
James H
Series 66
Belpre, OH
Edward Jones
James Hinton is a Series 66-credentialed financial advisor with Edward Jones in Belpre, Ohio, where he has worked since 2023. He has two years of industry experience and previously spent 17 years at Ferroglobe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Stephen H
CFP®, Series 63, Series 65
Parkersburg, WV
LPL Financial
Stephen Hussey is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Raymond James And Associates, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is the owner of Merf Records and Entertainment, where he is involved in music production, publishing, and licensing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Brandon D
Series 66
Parkersburg, WV
LPL Financial
Brandon De Cicco is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL in 2023, he worked at PNC Bank from 2020 to 2023 and held positions at Amrock and Western Land Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging a large network of investment adviser representatives and various advisory platforms.
Russell S
Series 63, Series 66
Belpre, OH
J.P. Morgan Securities
Russell Stemple is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A., as well as earlier work at Speedway LLC and Consumer Credit Counseling Service. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm emphasizes customized, non-discretionary advice supported by an ESG eligibility framework and access to a broad range of investable strategies.
Wesley M
Series 66
Parkersburg, WV
Equitable Advisors
Wesley Misenheimer is a financial advisor at Equitable Advisors with a Series 66 credential. He has one year of industry experience following prior roles at AAR Corp, FedEx Ground, and UPS. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.
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68 advisors near
26101
within the area shown on the map
Out of 400,000+ nationwide