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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
Nikki Lude (CRD# 4780553) is an Investment Advisor Representative working at Commonwealth Financial Services in Woodsfield, OH and has over 16 years of experience in the finance industry. Nikki Lude 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 H "Jay" Williams (CRD# 6308208) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 9 years of experience in the finance industry.
Mckenzie Allen (CRD# 6975137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, OH and has over 5 years of experience in the finance industry.
Thomas Anthony (CRD# 2497992) is an Investment Advisor Representative working at Anthony Investment Management, LLC in Wheeling, WV and has over 29 years of experience in the finance industry.
Michael Barickman (CRD# 1535665) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 37 years of experience in the finance industry.
Paul Barnette (CRD# 4015846) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wheeling, WV and has over 23 years of experience in the finance industry.
Christopher Basinger (CRD# 5081581) is an Investment Advisor Representative working at Wells Fargo Advisors in Wheeling, WV and has over 18 years of experience in the finance industry.
Benjamin Beckett (CRD# 6041693) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 9 years of experience in the finance industry.
Joseph Bell (CRD# 2457141) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has over 29 years of experience in the finance industry.
Howard Bertram (CRD# 4746325) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 20 years of experience in the finance industry. Howard Bertram 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.