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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
Leslie Wilkerson (CRD# 5951839) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 12 years of experience in the finance industry.
Travis Willard (CRD# 6586432) is an Investment Advisor Representative working at Edward Jones in Hurricane, WV and has over 8 years of experience in the finance industry.
David Williams (CRD# 822797) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 37 years of experience in the finance industry. David Williams 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.
John Williams (CRD# 2679439) is an Investment Advisor Representative working at Ironwood Wealth Management, Inc. in Hurricane, WV and has over 28 years of experience in the finance industry.
J Willis (CRD# 1231795) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 40 years of experience in the finance industry.
Richard Wolford (CRD# 2542647) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, WV and has over 29 years of experience in the finance industry.
Matthew Young (CRD# 5445721) is an Investment Advisor Representative working at Lpl Financial LLC in Hurricane, WV and has over 16 years of experience in the finance industry. Matthew Young 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.
Teresa Yutzy (CRD# 2924200) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, WV and has over 26 years of experience in the finance industry.
Angela Beblo (CRD# 7424453) is an Investment Advisor Representative working at Global Freedom Financial LLC in Charleston, WV and has over 2 years of experience in the finance industry.
Justin Bonavitacola (CRD# 5442755) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Charleston, WV and has over 16 years of experience in the finance industry.