Financial advisors in Charleston, WV

153 advisors · page 3 of 6

Jacob Gomolak
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jacob Verno
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Jacqueline Cavendish
Financial advisor at Huntington Financial Advisors
Huntington Financial Advisors · $7.89B AUM
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James Ball
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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James Goodwin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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James Mc Clure
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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James O'connor
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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James Parsons
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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James Payne
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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James Thomas
Financial advisor at Ntv Asset Management, LLC
Ntv Asset Management, LLC · $1.16B AUM
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Jane Carpenter
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Jason Burke
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jason Gruse
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jason Lunsford
Financial advisor at Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC · $8.88B AUM
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Jason Thompson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jeffrey Borman
Financial advisor at Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC · $8.88B AUM
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Jeffrey Stenhouse
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
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Jeffrey Velepec
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jennifer Ware
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Jeremy King
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Jerry Slone
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
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Jessi Mills
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Joel McDavid
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Barry
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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John Bennett
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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John Burdette
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
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John Dawson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Gregory
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
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John Holland
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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John Jacobs
Financial advisor at Jacobs & Company
Jacobs & Company · $33.4M AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Charleston, WV

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Charleston, WV.

How this list works

Before you hire an advisor in Charleston, WV