Loc Investment Advisers

Loc Investment Advisers (CRD# 105708) is a financial advisory firm headquartered in Hurricane, WV. They manage $632,991,989 in 1,954 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • Total Number of Accounts
    1,954
    ACCOUNTS
  • Average Account Value
    $323,947
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, CA, FL, IL, KY, LA, MD, MT, NC, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at Loc Investment Advisers
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey O. Borman
CRD#: 5985262
3981 Teays Valley Rd, Hurricane, WV 25526

Jeffrey Borman (CRD# 5985262) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 7 years of experience in the finance industry.

2
Darren M. Campf
CRD#: 7013229
3981 Teays Valley Rd, Hurricane, WV 25526

Darren Campf (CRD# 7013229) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 3 years of experience in the finance industry.

3
Mary C. Dixon
CRD#: 4435815
3981 Teays Valley Rd, Hurricane, WV 25526

Mary Dixon (CRD# 4435815) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 18 years of experience in the finance industry.

4
David W. Lanham
CRD#: 804808
3981 Teays Valley Road, Hurricane, WV 25526

David Lanham (CRD# 804808) 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 Lanham 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.

5
Patrick S. Mayberry
CRD#: 2626784
3981 Teays Valley Road, Hurricane, WV 25526

Patrick Mayberry (CRD# 2626784) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 22 years of experience in the finance industry. Patrick Mayberry 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.

6
Robert L. O'dell
CRD#: 804809
3981 Teays Valley Road, Hurricane, WV 25526

Robert O'dell (CRD# 804809) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 37 years of experience in the finance industry. Robert O'dell 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.

7
David L. Williams
CRD#: 822797
3981 Teays Valley Road, Hurricane, WV 25526

David Williams (CRD# 822797) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 33 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.

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