Charleston, WV 2508 Kanawha Blvd., East Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

4

Of 4,620 advisors across 967 offices

Location

2508 Kanawha Blvd., East

Charleston WV 25311

Advisors at this office

4

Advisors at this office

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Robert H

Series 63, Series 65

Charleston, WV

Equitable Advisors

Robert Hurley is a financial advisor with Equitable Advisors in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Hurley serves as a board member of NAIFA and is the West Virginia chairperson for IFAPAC. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering advisory and brokerage services through partnerships with LPL and various third-party asset managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Alan T

Series 66

Charleston, WV

Equitable Advisors

Alan Turley is a financial advisor with Equitable Advisors in Charleston, WV, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously with Axa Advisors. Outside of advising, he manages a family home as a landlord. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Katherine C

Series 63, Series 65

Charleston, WV

Equitable Advisors

Katherine Chesley is a financial advisor with Equitable Advisors in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of her advisory role, Chesley serves as President of the LPGA Amateur Golf Association and Board Chair of the Kanawha Valley Women's Golf Association. Equitable Advisors provides financial planning, retirement plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and emphasizing tailored client plans based on goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kannathal S

Series 66

Charleston, WV

Equitable Advisors

Kannathal Sampath is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2003, previously associated with Axa Advisors. Sampath serves as a director of the Bala Vihar Sunday School in Charleston and is an advisory board member at the University of Charleston. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering advisory and brokerage services through multiple third-party asset managers and focusing on tailored client solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
View complete list of advisors at this office
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