Financial advisors in Morgantown, WV

68 advisors · page 2 of 3

Jason Walls
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jeffrey Bailey
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Jennifer Ross
Financial advisor at Huffman & Ross Wealth Management LLC
Huffman & Ross Wealth Management LLC · $210M AUM
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Jessica Hood
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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John Bonasso
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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John Faith
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Johnathan Flowers
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jon Huffman
Financial advisor at Huffman & Ross Wealth Management LLC
Huffman & Ross Wealth Management LLC · $210M AUM
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Jonathan Schnell
Financial advisor at United Brokerage Services Inc
United Brokerage Services Inc · $372.3M AUM
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Jordan Baker
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Joshua Sowards
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kenneth Fultz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kristal Waybright
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Lauren Yohman
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Lex Singleton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Louis Pelliccioni
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Matthew McLaughlin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michael Oates
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Michael Oliverio
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
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Michelle Swiger
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Nicolas Heywood
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Patricia Watson
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Rachel Wood
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Raymond Prendergast
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Rickey Thomas
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Robert Hoskin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Shawn Wendel
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Thomas Frame
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Tiffany Osman
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Timothy Matthew
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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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 Morgantown, 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.

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Financial advisors in Morgantown, WV.

How this list works

Before you hire an advisor in Morgantown, WV