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72 advisors near
26554
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Out of 400,000+ nationwide
Tyler M
Series 66
Fairmont, WV
LPL Financial
Tyler Mason is a financial advisor with LPL Financial in Fairmont, WV, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Cetera and John Burton. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Christopher S
Series 63, Series 65
Fairmont, WV
LPL Financial
Christopher Stewart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at SCF Investment Advisors, Scf Securities, ProEquities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.
Ronald W
Series 63, Series 65
Bridgeport, WV
Ameriprise
Ronald Williams is a financial advisor with Ameriprise in Bridgeport, WV, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at The Huntington National Bank, The Huntington Investment Company, and JP Morgan Chase. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.
Lisa S
Series 66
Fairmont, WV
Edward Jones
Lisa Stover is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and GCC Technologies LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Ronald D
Series 63, Series 65
Bridgeport, WV
Raymond James Financial
Ronald Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Raymond James since 2013 and previously held roles at MVB Wealth Management Solutions and Peoples Bank. He is also the owner of Dean Wealth Management, LLC, an independent contractor business affiliated with Raymond James. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools, supports institutional portfolio management, and has specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Todd F
Series 63, Series 66
Bridgeport, WV
Merrill
Todd Fulks is a financial advisor with Merrill in Bridgeport, WV, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at Merrill since 2004 and has been with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Kolby A
CFP®, Series 66
Bridgeport, WV
J.P. Morgan Securities
Kolby Abruzzino is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, and previously held roles at First United Bank & Trust and Cetera. He has also been involved with the Genesis Youth Crisis Center Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Scott K
Series 63, Series 66
Fairmont, WV
Edward Jones
Scott Kinty is a financial advisor with Edward Jones in Fairmont, WV, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for Hopewell United Methodist Church and as a board member of the Marion County Senior Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Melinda W
Series 66
Richard, VA
Raymond James & Associates
Melinda Warren is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has 24 years of industry experience and has worked at firms including Morgan Stanley and Z3Capital Partners. Warren has been with Raymond James & Associates since 2015 in various capacities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.
Tiffany E
Series 66
Bridgeport, WV
Edward Jones
Tiffany Elliott is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2019 and also operates a vacation rental business, managing guest reservations and property upkeep in Elkins, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a broad range of investment advisory programs and maintaining significant retail advisor and branch coverage.
John O
Series 66
Morgantown, WV
LPL Financial
John Osborne is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Truist Investment Services, and Edward Jones. He is currently associated with Burke and Herbert Wealth Management in addition to his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives.
Sherald H
Series 66
White Hall, WV
LPL Enterprise
Sherald Hill is a financial advisor with LPL Enterprise holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, Wells Fargo Clearing, and Merrill. He is also president of Wild & Wonderful Wealth Partners, a DBA associated with his current LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, consulting, and insurance product services.
Thomas F
Series 63, Series 65
Bridgeport, WV
STIFEL
Thomas Fox II is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent four years with Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.
Robert K
Series 66
White Hall, WV
LPL Enterprise
Robert Kimble is a financial advisor at LPL Enterprise with seven years of industry experience and holds a Series 66 designation. He has previously worked at Ameriprise Financial Services and Prudential-affiliated firms. Kimble serves on the boards of two nonprofit organizations, the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and operates a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.
Thomas B
Series 66
Bridgeport, WV
Merrill
Thomas Bailey is a Financial Advisor with Merrill Lynch Wealth Management, offering personalized financial planning to help clients preserve and grow their assets. Leveraging a partnership with senior advisor David Jackson, who has 30 years of experience at Merrill, Thomas uses a collaborative approach and a simple four-step plan to tailor strategies based on clients’ goals, priorities, risks, and concerns. His focus is on delivering exceptional service and customized solutions by utilizing the extensive tools and resources available through Merrill Lynch and Bank of America. Prior to his advisory role, Thomas gained experience in client support working alongside advisors in regions from Bridgeport, West Virginia, to New York City. He holds a degree in Finance from West Virginia University and the Personal Investment Advisor (PIA) professional designation. Thomas is also involved in professional and community organizations including the Morgantown, WV Sons and Daughters of Italy and The Clarksburg Columbian Club, and supports community initiatives such as the Morgantown Urban Hunt Meat Donation and the Walk to End Alzheimer's. Outside of his professional life, Thomas is a father to two young children and enjoys activities such as cooking, fishing, hunting, golf, and small engine repair. He values family time and embraces the balance between his work and personal interests.
Jason B
Series 63, Series 65
Shinnston, WV
Ameriprise
Jason Beveridge is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, J.P. Morgan Securities, and WesBanco Securities Inc. He owns a rental property in Florida as a part-time business activity. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a focus on retirement income planning through its specialized Ameriprise Premier Retirement Income service that offers tailored written recommendations and ongoing advice.
Andrew R
Series 66
Fairmont, WV
Edward Jones
Andrew Rubenstein is a Series 66 credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive nationwide network of advisors and branch offices.
Hayden M
Series 66
Morgantown, WV
Edward Jones
Hayden Mason is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 credential and four years of industry experience. He previously worked at Milwaukee Tool, Techtronic Industries, and Allstate. Mason serves as President-Elect of the Cheat Lake Rotary, where he participates in board decisions regarding grants and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.
Jeri B
Series 66
Fairmont, WV
Fidelity
Jeri Bice is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of her advisory role, she manages a temporary rental property in Savannah, Georgia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.
Adam M
Series 66
White Hall, WV
Edward Jones
Adam Mercer is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he worked in various roles at Sheetz and was self-employed for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
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72 advisors near
26554
within the area shown on the map
Out of 400,000+ nationwide