Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wheeling, WV
Every SEC-registered financial advisor at a firm office in Wheeling who lists the Certified Financial Planner designation, A to Z.
The short answer
18 CFP professionals work in Wheeling; the most are at McKinley Carter Wealth Services, Inc. (6). 9 are also registered broker representatives.
CFP advisors in Wheeling, A to Z
Every advisor in Wheeling →- Howard J. BertramWesbanco Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tyler A. BrautiganCommonwealth Financial Services · Certified Financial Planner
- Louis J. Costanzo IIILPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Russell W. DunkinFort Henry Capital, LLC · Certified Financial Planner
- Deborah C. FerdonWesbanco Investment Department · Certified Financial Planner
- Christopher C. FreemanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brian T. GongawareMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Walker P. Holloway IIIHazlett, Burt & Watson, Inc. · Certified Financial Planner
- Joshua M. JohnsonMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- David H. McKinleyMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Teresa E. MichaelsMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Tyrone C. PhillippiMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Timothy RobertsAmeriprise Financial Services, LLC · Certified Financial Planner
- Shawn P. RohrigLPL Financial LLC · Certified Financial Planner
- Jared L. SloanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Emily N. WatersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John H. WilliamsMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Daniel R. YoungEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Wheeling
McKinley Carter Wealth Services, Inc. 6LPL Financial LLC 2Raymond James Financial Services Advisors, Inc. 2Ameriprise Financial Services, LLC 1Commonwealth Financial Services 1Edward Jones 1Fort Henry Capital, LLC 1Hazlett, Burt & Watson, Inc. 1Wells Fargo Advisors Financial Network, LLC 1Wesbanco Investment Department 1Wesbanco Securities, Inc. 1
CFP advisors in other West Virginia cities
All of West Virginia →Charleston 7Morgantown 6Shepherdstown 5Vienna 5Martinsburg 4Elkins 3Huntington 3Hurricane 3
Questions
How many CFP financial advisors are in Wheeling, WV?
18 SEC-registered investment adviser representatives at firm offices in Wheeling, West Virginia list the CFP designation; McKinley Carter Wealth Services, Inc. employs the most of them (6).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Wheeling?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.