Loc Investment Advisers

Loc Investment Advisers (CRD# 105708) is a financial advisory firm headquartered in Hurricane, WV. They manage $552,891,632 in 1,792 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    553
    MILLION
  • Total Number of Accounts
    1,792
    ACCOUNTS
  • Average Account Value
    $308,533
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IL, KY, LA, MD, NC, NY, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at Loc Investment Advisers
Showing 1 - 6 of 6 top financial advisors.
1
David W. Lanham
CRD#: 804808
3981 Teays Valley Road, Hurricane, WV 25526
96
Wealthminder
score

David Lanham (CRD# 804808) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 34 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.

2
Patrick S. Mayberry
CRD#: 2626784
3981 Teays Valley Road, Hurricane, WV 25526
96
Wealthminder
score

Patrick Mayberry (CRD# 2626784) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 19 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.

3
David L. Williams
CRD#: 822797
3981 Teays Valley Road, Hurricane, WV 25526
96
Wealthminder
score

David Williams (CRD# 822797) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 29 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.

4
Sharon A. Lantz
CRD#: 3150159
3981 Teays Valley Road, Hurricane, WV 25526
93
Wealthminder
score

Sharon Lantz (CRD# 3150159) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 17 years of experience in the finance industry.

5
Robert L. O'dell
CRD#: 804809
3981 Teays Valley Road, Hurricane, WV 25526
93
Wealthminder
score

Robert O'dell (CRD# 804809) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 34 years of experience in the finance industry.

6
Jeffrey O. Borman
CRD#: 5985262
3981 Teays Valley Rd, Hurricane, WV 25526
90
Wealthminder
score

Jeffrey Borman (CRD# 5985262) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 4 years of experience in the finance industry.

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