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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
Lyle Smith (CRD# 5912169) 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.
Roberta Smith (CRD# 1642190) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Charleston, WV and has over 26 years of experience in the finance industry.
Steven Smith (CRD# 1624159) is an Investment Advisor Representative working at Creative Financial Solutions, LLC in Barboursville, WV and has over 37 years of experience in the finance industry.
Joseph Spano (CRD# 1264497) is an Investment Advisor Representative working at The Spano Group Wealth Managers in President & Ceo, WV and has over 22 years of experience in the finance industry.
Brett Staples (CRD# 2079436) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 33 years of experience in the finance industry.
Edward Stike (CRD# 1439479) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, WV and has over 38 years of experience in the finance industry.
James Stike (CRD# 1721201) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, WV and has over 36 years of experience in the finance industry.
Timothy Stone (CRD# 5755448) is an Investment Advisor Representative working at First Advisors National, LLC in Winfield, WV and has over 14 years of experience in the finance industry.
Paulette Street (CRD# 1874314) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Charleston, WV and has over 31 years of experience in the finance industry.
Whitney Stricklin (CRD# 4443725) is an Investment Advisor Representative working at Money Concepts Advisory Service in Scott Depot, WV and has over 22 years of experience in the finance industry. Whitney Stricklin 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.