Morgantown, WV Drummond St Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 966 offices

Location

430 Drummond St, Unit 3

Morgantown WV 26505

Advisors at this office

2

Advisors at this office

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Tiffany O

Series 63, Series 65

Morgantown, WV

Equitable Advisors

Tiffany Osman is a financial advisor with Equitable Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, following her time at Axa Advisors LLC. Outside of her advisory role, she serves as an executor and trustee for her parents. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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

Series 66

Morgantown, WV

Equitable Advisors

Zackary Nicholson is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His professional background includes roles in the hospitality industry and self-employment. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

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