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).

Current Firm Details
410 6th Avenue, Saint Albans, WV 25177
http://www.mountaineerfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

WV

Financial Advisors at Mountaineer Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Winter, financial advisor Saint Albans WV
James A. Winter
CRD#: 5015125
410 6th Avenue, Saint Albans, WV 25177
96
Wealthminder
score

James Winter (CRD# 5015125) is an Investment Advisor Representative working at Mountaineer Financial Planning, LLC in Saint Albans, WV and has over 11 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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