Mountaineer Financial Planning, LLC
Mountaineer Financial Planning, LLC (CRD# 136730) is a financial advisory firm headquartered in Saint Albans, WV. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Winter (CRD# 5015125) is an Investment Advisor Representative working at Mountaineer Financial Planning, LLC in Saint Albans, WV and has over 12 years of experience in the finance industry. James Winter 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.