Martinsburg, WV Foxcroft Avenue Office

Team
Updated today

Client AUM

$347,839,851

Clients

1,368

Advisors

2

Of 56 advisors across 36 offices

Location

450 Foxcroft Avenue

Martinsburg WV 25401

Advisors at this office

2

Advisors at this office

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Adam S

Series 66

Martinsburg, WV

United Brokerage Services, INC

Adam Stewart is a financial advisor at United Brokerage Services, Inc. in Martinsburg, WV, holding a Series 66 designation with 20 years of industry experience. He has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers various programs such as unified managed accounts and separately managed/manager-of-managers options, primarily managing assets on a non-discretionary basis while maintaining an affiliation with United Bank.

Tax-loss harvesting Wealth management
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Peter W

Series 63, Series 65

Martinsburg, WV

United Brokerage Services, INC

Peter Warren is a financial advisor at United Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2013. In addition to his advisory role, he serves as Market President at United Bank in Martinsburg, WV. 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 primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Tax-loss harvesting Wealth management
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