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68 advisors near
26101
within the area shown on the map
Out of 400,000+ nationwide
Dalton A
Series 66
Parkersburg, WV
Equitable Advisors
Dalton Adams is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC and the Bureau of Fiscal Service. He also worked at Marshall University before entering the financial services industry. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of firm-offered programs and third-party asset managers to tailor investment solutions.
Stuart G
Series 63, Series 65
Parkersburg, WV
Raymond James Financial
Stuart Goldsberry is a financial advisor with Raymond James Financial in Parkersburg, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2005 and is also the owner of Goldsberry Wealth Strategies, LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, pensions, corporations, charities, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and maintains unique affiliations to support municipal finance and SIMPLE IRA advisory services.
Lauryn S
Series 65, Series 63
Parkersburg, WV
Raymond James Financial
Lauryn Simpson is a financial advisor at Raymond James Financial with Series 65 and Series 63 designations and one year of industry experience. Her background includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. She also operates Hall Financial Advisors, a non-investment-related support company in Parkersburg, WV. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes tailored, non-discretionary planning using analytical and modeling tools to support client goals.
Brett B
Series 63
Parkersburg, WV
Raymond James Financial
Brett Bronski is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019, following 17 years at Wells Fargo Advisors. He is also an officer and vice president at Hall Financial Advisors, LLC, which he has been involved with since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations that enhance its public finance and retirement plan offerings.
Melissa B
Series 66
Vienna, WV
Raymond James Financial
Melissa Blankenship is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and having 10 years of industry experience. Her prior work includes roles at Morgan Stanley and United Brokerage Services, Inc. She is also employed as an associate and client service associate at Peoples Bank and Peoples Investment Services in Vienna, WV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal and public finance advisory services.
Brian M
Series 66
Parkersburg, WV
Equitable Advisors
Brian Morgan is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior roles include positions outside of finance in retail and nutrition services, as well as time spent at St. Vincent Hospital Food and Nutrition and Grove City Market. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.
Zachary D
Series 65, Series 63
Vienna, WV
Edward Jones
Zachary Duncan is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Marc D
Series 63, Series 65
Parkersburg, WV
LPL Financial
Marc Decicco is a financial advisor with LPL Financial based in Parkersburg, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 11 years prior to joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
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Finding advisors...
68 advisors near
26101
within the area shown on the map
Out of 400,000+ nationwide