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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
Thomas Williams (CRD# 2019421) is an Investment Advisor Representative working at Oneseven in Bridgeport, WV and has over 34 years of experience in the finance industry. Thomas 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.
Curtis Wilmoth (CRD# 3030335) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morgantown, WV and has over 26 years of experience in the finance industry.
John Wilson (CRD# 3269636) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bridgeport, WV and has over 24 years of experience in the finance industry.
Rachel Wood (CRD# 2932784) is an Investment Advisor Representative working at Commonwealth Financial Network in Morgantown, WV and has over 26 years of experience in the finance industry.
Tressa Wood (CRD# 6231691) is an Investment Advisor Representative working at Commonwealth Financial Network in Morgantown, WV and has over 7 years of experience in the finance industry.
Thomas Bailey (CRD# 6229860) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgeport, WV and has 1 year of experience in the finance industry.
Laiken Beckley (CRD# 7392010) is an Investment Advisor Representative working at Edward Jones in Bridgeport, WV and has over 2 years of experience in the finance industry.
Laura Brownfield (CRD# 4774656) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clarksburg, WV and has over 16 years of experience in the finance industry.
Grant Buckner (CRD# 7348789) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morgantown, WV and has over 3 years of experience in the finance industry.
Katherine Clark (CRD# 6224325) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bridgeport, WV and has over 5 years of experience in the finance industry.