Financial advisors in Vienna, WV

24 advisors

Daniel Spurgeon
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melanie Herbst
Financial advisor at Security Capital Management
Security Capital Management · $1.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Seese
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Brautigan
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Seese
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Wilson
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bernard McManus
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
C. Johnson
Financial advisor at Security Capital Management
Security Capital Management · $1.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Seachrist
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Bailey
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heidi Schenz
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerry Villers
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Stoltzfus
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua McBride
Financial advisor at United Brokerage Services Inc
United Brokerage Services Inc · $372.3M AUM
Verified
View page Check on SEC IAPD ↗
Joshua Wine
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madison Gontarek
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Blankenship
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Snider
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Winebrenner
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Cremeans
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shanell Jeffrey
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sierra Love
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Szafran
Financial advisor at Commonwealth Financial Services
Commonwealth Financial Services · $994.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Duncan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Vienna, 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 Vienna, WV.

How this list works

Before you hire an advisor in Vienna, WV