Hurricane, WV Office

Team
Updated today

Client AUM

$3,997,497,384

Clients

16,807

Advisors

2

Of 396 advisors across 237 offices

Location

65 Chase Drive

Hurricane WV 25526

Advisors at this office

2

Advisors at this office

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Aaron B

Series 66

Hurricane, WV

Money Concepts Capital Corp

Aaron Blake is a financial advisor with Money Concepts Capital Corp and holds the Series 66 designation. He has experience at several firms including LPL Financial LLC and Horizon Financial Solutions. Additionally, he has been involved with Marshall University for five years and has previous experience at Calvary Baptist Academy. Outside of his advisory role, he is associated with Sonar Solutions and Service. Money Concepts Capital Corp serves a wide range of clients including individuals, pension plans, trusts, and corporations, managing approximately $4.07 billion in assets through a network of several hundred advisors. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs and integrates third-party managers and platforms such as Envestnet for operational support.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Robert S

Series 66

Hurricane, WV

Money Concepts Capital Corp

Robert Skidmore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and nine years of industry experience. He has worked with Money Concepts Capital Corp since 2016 and serves as an elected County Commissioner for Putnam County since 2013. Additionally, he is employed as the City Manager of Hurricane, WV, where he manages administrative operations and oversees contracts and grants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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