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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
David Kirby (CRD# 2465031) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 25 years of experience in the finance industry.
Cara Knechtly (CRD# 5377791) is an Investment Advisor Representative working at Wna Wealth Management, LLC in Charleston, WV and has over 5 years of experience in the finance industry.
David Lanham (CRD# 804808) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 41 years of experience in the finance industry. David Lanham 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.
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.
William Mangus (CRD# 3024297) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dunbar, WV and has over 26 years of experience in the finance industry.
Brian Massey (CRD# 4482374) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Barboursville, WV and has over 22 years of experience in the finance industry.
Patrick Mayberry (CRD# 2626784) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 27 years of experience in the finance industry. Patrick Mayberry 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.
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.