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65 advisors near
25541
within the area shown on the map
Out of 400,000+ nationwide
Steven D
Series 66
Hurricane, WV
Edward Jones
Steven Deshuk is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.
Jeffery H
Series 63, Series 65
Hurricane, WV
LPL Enterprise
Jeffery Hiestand is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has spent over three decades at Prudential Insurance Company of America and its affiliate, Pruco Securities, and is currently associated with LPL Enterprise. In addition to his advisory role, he operates an insurance and financial services business in Hurricane, WV. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers affiliated insurance and trust services.
Hannah S
Series 66
Barboursville, WV
Edward Jones
Hannah Sheppard is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the University of South Florida and Cruises & Tours Unlimited. Sheppard has received royalties from a small number of book sales through Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Donald H
Series 63
Barboursville, WV
Ameriprise
Donald Herndon is a financial advisor with Ameriprise, holding a Series 63 designation and over 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and operates Herndon & Associates, a practice operations specialist business in Barboursville, WV. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.
Craig T
Series 63, Series 65
Hurricane, WV
OSAIC
Craig Tuemler is a financial advisor at Osaic with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and PFS Investments Inc. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, supporting a range of investment options and account management styles.
Kent B
Series 66
Hurricane, WV
Edward Jones
Kent Bailey is a financial advisor with Edward Jones in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
Robin B
Series 66
Hurricane, WV
Edward Jones
Robin Bailey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Stephanie P
Series 66
Barboursville, WV
Edward Jones
Stephanie Perry is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Outside of her advisory role, she has an inheritance interest in an oil and gas well through HG Energy II Appalachia LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.
Brittany W
Series 66
Hurricane, WV
Edward Jones
Brittany Willard is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has a background serving in the United States Air Force, including roles in logistics and leadership. Willard is also a director of the KAST Foundation LLC, a nonprofit organization based in Hurricane, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.
Frances A
Series 63, Series 65
Scott Depot, WV
J.P. Morgan Securities
Frances Abrevaya Jones is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.
George W
Series 66, Series 63
Winfield, WV
Cetera
George Webb is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Cetera Investment Services LLC and Investment Centers of America, Inc. Prior to his financial advisory career, he was employed at Torrison Pools and Spas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and custodial relationships.
David C
Series 63, Series 65
Hurricane, WV
OSAIC
David Collins is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for his entire career prior to joining OSAIC in 2025. Outside of his advisory role, he serves as president of Collins & Associates LLC, an entity used for tax management purposes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios across a wide variety of investment types.
Christopher M
Series 66
Huntington, WV
Cetera
Christopher Music is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Cetera and related entities since 2019 and is also involved in an independent music production and audio engineering business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.
Jason M
Series 65, Series 63
Hurricane, WV
LPL Enterprise
Jason Moore is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Fifth Third Bank, The Huntington Investment Company, and Wells Fargo Clearing. Outside of his advisory work, he is an ordained minister in Hurricane, WV, where he officiates weddings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of affiliated non-securities products and services.
Brian M
Series 66
Barboursville, WV
Raymond James Financial
Brian Massey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. He has served as president of M&R Financial, Inc. since 2012 and is an executive board member and past president of the Big Green Scholarship Foundation, where he also participates on the finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary advisory services using risk profiling and analytical modeling, supporting implementation through advisory programs and emphasizing technology and compliance in its operations.
Matthew Y
CFP®, Series 66
Hurricane, WV
LPL Financial
Matthew Young is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 18 years of industry experience. He previously worked at G.A. Repple & Company for 17 years and has maintained a separate role as owner and head running coach at Genesis Running LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning, portfolio management, and participant-level retirement advice solutions.
Benjamin W
Series 63, Series 66
Proctorville, OH
RBC Capital Markets
Benjamin Workman is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities for 17 years and City National Bank for 3 years. Outside of his advisory role, he performs as a guitarist and vocalist in a musical group and serves on the boards of the Marshall University Alumni Association and the Huntington Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers customized advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.
Nathan G
CFP®, Series 66
Milton, WV
Edward Jones
Nathan Gainer is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at West Virginia State University for five years. In addition to his advisory role, he teaches online business classes as an adjunct faculty member at West Virginia State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Zachary S
Series 63, Series 65
Hurricane, WV
OSAIC
Zachary Sallade is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services for seven years and has been involved with Putnam County Schools for over a decade. Outside of advising, he mentors a student interested in pursuing a career as a financial advisor at Teays Valley Christian School. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to various third-party managed account solutions, employing asset-allocation tools and risk assessment to construct diversified portfolios.
Arville C
Series 63, Series 65
Hurricane, WV
OSAIC
Arville Cline is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for 12 years. He also owns Cline Business Services, a proprietorship offering full accounting and tax services as well as property and casualty insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on diversified portfolios and access to third-party managers.
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Finding advisors...
65 advisors near
25541
within the area shown on the map
Out of 400,000+ nationwide