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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
Jason Haswell (CRD# 2706658) is an Investment Advisor Representative working at Lpl Financial LLC in Wheeling, WV and has over 28 years of experience in the finance industry.
Jeffrey Hensler (CRD# 2763030) is an Investment Advisor Representative working at Optima Trade & Investments, LLC in Wheeling, WV and has over 17 years of experience in the finance industry.
Nicolas Heywood (CRD# 5594719) is an Investment Advisor Representative working at Advice And Planning Services in Morgantown, WV and has over 15 years of experience in the finance industry.
Angela Holdsworth (CRD# 6766076) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morgantown, WV and has over 6 years of experience in the finance industry.
Walker Holloway (CRD# 5941438) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 10 years of experience in the finance industry. Walker Holloway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Laura Howe (CRD# 5116064) is an Investment Advisor Representative working at Huntington Financial Advisors in Morgantown, WV and has over 18 years of experience in the finance industry. Laura Howe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jay Hunt (CRD# 4106827) is an Investment Advisor Representative working at Avantax Advisory Services in Wheeling, WV and has over 20 years of experience in the finance industry.
Paul Joanou (CRD# 2759441) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wheeling, WV and has over 27 years of experience in the finance industry.
Joshua Johnson (CRD# 2352341) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 25 years of experience in the finance industry. Joshua Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Kerekes (CRD# 3195688) is an Investment Advisor Representative working at Edward Jones in Fairmont, WV and has over 24 years of experience in the finance industry.