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5 advisors near
26651
within the area shown on the map
Out of 400,000+ nationwide
Micah M
Series 65
Summersville, WV
Legacy Advisors
Micah Mysiuk is a financial advisor at Legacy Advisors in Summersville, WV, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Legacy Covenant LLC and Charm City Capital, LLC, as well as work at the University of Baltimore’s Bob Parson Veteran Center. Legacy Advisors offers long-term portfolio management, retirement planning, and ongoing financial planning services to individuals, families, small businesses, and trusts. The firm follows a risk-aware investment approach using ETFs, mutual funds, bonds, individual stocks, and options, with a notable community reinvestment program focused on West Virginia residents and businesses.
Corey B
Series 63, Series 66
Summersville, WV
United Brokerage Services, INC
Corey Browning is a financial advisor with United Brokerage Services, INC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with United Brokerage Services since 2007. Browning serves as a volunteer Board of Trustees member for the West Virginia Bankers Association, assisting with the planning and operation of the WV School of Banking. 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 predominantly manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of bank affiliation and dual registration as both an RIA and broker-dealer.
Carl J
Series 66
Summersville, WV
Equity Services, inc.
Carl Johnson II is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and National Life Group. Outside of advisory work, he is a volunteer youth soccer coach in Summersville, WV. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and retirement plans. The firm offers multiple advisory platforms using a mix of third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.
Steven T
Series 66
Mount Lookout, WV
Equitable Advisors
Steven Tisdell is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008, including its predecessor AXA Advisors, LLC. Tisdell is the managing partner of Licentia Financial, LLC, an entity he owns but does not actively use for business purposes. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides services through a large network of Investment Adviser Representatives.
Jeffrey R
Series 63, Series 66
Summersville, WV
Equitable Advisors
Jeffrey Rader is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2021, he worked at West Virginia University and Ferguson Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes personalized client assessments and utilizes third-party asset managers and advisory programs to implement investment strategies.
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Finding advisors...
5 advisors near
26651
within the area shown on the map
Out of 400,000+ nationwide