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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
James Utterback (CRD# 4371877) is an Investment Advisor Representative working at Edward Jones in Saint Albans, WV and has over 23 years of experience in the finance industry.
Ralph Wagoner (CRD# 3177692) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elkview, WV and has over 20 years of experience in the finance industry.
George Webb (CRD# 1274124) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cross Lanes, WV and has over 39 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.
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.
Dorothy Crouch (CRD# 3050200) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlesson, WV and has over 14 years of experience in the finance industry.
Brandon Huffman (CRD# 5278657) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cross Lanes, WV and has over 14 years of experience in the finance industry.
Kimberly Kennedy (CRD# 5241917) is an Investment Advisor Representative working at Edward Jones in Cross Lanes, WV and has 1 year of experience in the finance industry.