Financial advisors in Wheeling, WV

20 match

Brian Gongaware
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chelsea Clegg
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Buck
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Freeman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Young
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David McKinley
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deborah Ferdon
Financial advisor at Wesbanco Investment Department
Wesbanco Investment Department · $892.6M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Emily Waters
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Neiderhiser
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Howard Bertram
Financial advisor at Wesbanco Securities, Inc.
Wesbanco Securities, Inc. · $285.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Sloan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Lowe
Financial advisor at Fort Henry Capital, LLC
Fort Henry Capital, LLC · $278.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Williams
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Costanzo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Russell Dunkin
Financial advisor at Fort Henry Capital, LLC
Fort Henry Capital, LLC · $278.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Rohrig
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Teresa Michaels
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Roberts
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyrone Phillippi
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Walker Holloway
Financial advisor at Security Capital Management
Security Capital Management · $1.39B AUM
CFP®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 Wheeling, 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 Wheeling, WV.

How this list works

Before you hire an advisor in Wheeling, WV