Aderon Napier (CRD# 4654167) is an Investment Advisor Representative working at Avantax Advisory Services in Clarksburg, WV and has over 20 years of experience in the finance industry.
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
CRD# 5081352
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services, Inc. | Morgantown, WV | Dec 2018 - Current | 5 |
Avantax Advisory Services | Morgantown, WV | Dec 2018 - Current | 5 |
Avantax Insurance Agency, LLC | Morgantown, WV | Dec 2018 - Current | 5 |
Proaction Consulting LLC | Barboursville, WV | Feb 2017 - Current | 7 |
Proaction Insurance LLC | Barboursville, WV | Mar 2016 - Current | 8 |
Aan Proaction Holdings LLC | Clarksburg, WV | Jan 2014 - Current | 10 |
Charter Communications | Clarksburg, WV | May 2021 - Dec 2022 | 1 |
Altice Usa | Buckhannon, WV | Sep 2020 - May 2021 | < 1 |
Ttec Holdings Na | Uniontown, PA | Dec 2019 - Oct 2020 | < 1 |
Bear Transport LLC | Barboursville, WV | Apr 2018 - Dec 2019 | 1 |
Willquip LLC | Jane Lew, WV | Jul 2018 - Dec 2018 | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2015 - Dec 2018 | 3 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2015 - Dec 2018 | 3 |
Parkland Securities, LLC | Ann Arbor, MI | Aug 2014 - Jun 2015 | < 1 |
Spc | Ann Arbor, MI | Apr 2014 - Jun 2015 | 1 |
Sammons Securities Company LLC | Ann Arbor, MI | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WV
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.