Buckhannon, WV Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

4 East Main Street

Buckhannon WV 26201

Advisors at this office

3

Advisors at this office

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Carter G

Series 66

Buckhannon, WV

Edward Jones

Carter Glover is a financial advisor at Edward Jones in Buckhannon, WV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various roles including at Food Lion and Goodwill Industries. 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 range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lisa C

ChFC®, Series 63, Series 66

Buckhannon, WV

Edward Jones

Lisa Cain is a financial advisor with Edward Jones in Buckhannon, WV, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience, including 14 years with Edward Jones. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Brendan C

Series 66

Buckhannon, WV

Edward Jones

Brendan Cain is a financial advisor with Edward Jones in Buckhannon, WV, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Duquesne University and Upshur County Development Authority. He was also involved with the Elkins Otters Swim Team and Randolph Area YMCA from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Wealth management ESG / Sustainable investing Founder/Business Owner
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