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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Bruce Lawson (CRD# 5383918) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charleston, WV and has over 16 years of experience in the finance industry.
Patty Lipps (CRD# 2822912) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Charleston, WV and has over 26 years of experience in the finance industry.
James Long (CRD# 4782128) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 19 years of experience in the finance industry.
James Mc Clure (CRD# 2073666) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, WV and has over 33 years of experience in the finance industry.
Cindy McGhee (CRD# 4199711) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Charleston, WV and has over 23 years of experience in the finance industry.
Gregory Meadows (CRD# 2153749) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 32 years of experience in the finance industry.
Robert Metz (CRD# 1858893) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 35 years of experience in the finance industry.
Richard Morton (CRD# 2945296) is an Investment Advisor Representative working at Money Concepts Advisory Service in Charleston, WV and has over 26 years of experience in the finance industry.
James O'connor (CRD# 5276194) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 16 years of experience in the finance industry.
Otis O'connor (CRD# 6357005) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 9 years of experience in the finance industry.