Parkersburg, WV Market Street logo

Parkersburg, WV Market Street Office

Team
Updated today
United Brokerage Services inc logo

United Brokerage Services inc

Multi-team

Firm-wide stats for United Brokerage Services inc

Total advisors

57

Across 37 offices

Clients per advisor

24 Very Low

Avg AUM per client

$254,269 Very Low

HNW client ratio

4% Very Low

About

United Brokerage Services, Inc. provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, small businesses, and retirement plans, and makes wrap and unified managed account programs available through its clearing relationship with Wells Fargo Clearing Services. Programs described in the brochure include Asset Advisor, Personalized Unified Managed Account (PUMA), FundSource, CustomChoice, and a Private Advisor Network offering separately managed strategies.

The firm’s investment process emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third‑party research, model portfolios, periodic rebalancing, and tax‑aware overlays when appropriate. UBS typically provides advice on a non‑discretionary basis—matching clients to managers, models, or household-level UMAs—while clients or selected Private Advisor Network managers may hold day‑to‑day discretionary authority where authorized.

UBS is owned by United Asset Management Corporation, a wholly owned subsidiary of United Bank, and is also registered as a broker‑dealer and FINRA member, so its advisory activity is conducted alongside brokerage and banking affiliations. The firm custodians client assets with Wells Fargo Clearing Services, has delegated certain proxy voting practices to Wells Fargo’s policies effective January 1, 2026, and reported approximately $753.9 million in non‑discretionary assets and no firm‑level discretionary AUM as of December 31, 2025.

Based on United Brokerage Services inc

Expertise

Tax-loss harvesting Wealth management

Based on United Brokerage Services inc

Location

514 Market Street

Parkersburg WV 26101

Advisors at this office

7

Advisors at this office

user avatar

Lori P

Series 63, Series 66

Parkersburg, WV

United Brokerage Services, INC

Lori Pointer is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Hazlett, Burt & Watson, Inc., Schwendeman Agency Inc, and WesBanco Securities, Inc. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic and tactical asset allocation, the use of mutual funds, ETFs, individual securities, and third-party research, typically offering advice on a non-discretionary basis.

Tax-loss harvesting Wealth management
user avatar

Lindsay G

Parkersburg, WV

United Brokerage Services, INC

Lindsay Green is a financial advisor at United Brokerage Services, Inc. with eight years of industry experience. She has worked exclusively with the firm since 2010 in various capacities. 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 primarily manages client assets on a non-discretionary basis, offering a range of investment programs and maintaining an affiliation with United Bank through its parent company.

Tax-loss harvesting Wealth management
user avatar

Ami S

Series 63, Series 65

Parkersburg, WV

United Brokerage Services, INC

Ami Shaver is a financial advisor at United Brokerage Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 1995 and United Bank since 2004, where she serves as EVP and Chief Human Resources Officer. United Brokerage Services, Inc. offers 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 predominantly manages assets on a non-discretionary basis and is affiliated with United Bank, providing a combination of banking and advisory services uncommon among enterprise peers.

Tax-loss harvesting Wealth management
user avatar

Joshua M

Series 63, Series 65

Parkersburg, WV

United Brokerage Services, INC

Joshua Mc Bride is a financial advisor with United Brokerage Services, Inc. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. His prior roles include positions at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC., Bb&T Securities, LLC, and BBTIS. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a variety of managed account programs and utilizes a strategic and tactical asset allocation approach that includes mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.

Tax-loss harvesting Wealth management
user avatar

Micheal E

Series 63

Parkersburg, WV

United Brokerage Services, INC

Micheal Earl is a financial advisor with United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 63 designation and 21 years of industry experience. He has been with United Brokerage Services since 2013 and currently serves as Chief Compliance Officer of Wealth Management for the division, which includes United Brokerage and United Bank's Trust Department. 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 Bank, offering a combination of banking relationships and a dual RIA and broker-dealer registration.

Tax-loss harvesting Wealth management
user avatar

Eric H

Series 66

Parkersburg, WV

United Brokerage Services, INC

Eric Humphrey is a financial advisor at United Brokerage Services, Inc. with five years of industry experience. He holds the Series 66 designation. Prior to joining United Brokerage Services, he worked for REM Community Options for six years. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, uses mutual funds, ETFs, individual equities, and fixed income, and offers both non-discretionary and discretionary management options through various wrap and unified managed account programs.

Tax-loss harvesting Wealth management
user avatar

Nathaniel B

Series 66

Parkersburg, WV

United Brokerage Services, INC

Nathaniel Butler is a financial advisor at United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 66 designation with 18 years of industry experience. He has been with United Brokerage Services since 2008. United Brokerage Services, Inc. offers 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 Bank, combining banking relationships with a dual registration as both an RIA and a broker-dealer.

Tax-loss harvesting Wealth management
View complete list of advisors at this office
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