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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Beckley, WV

Every SEC-registered investment adviser representative at a firm office in Beckley, with the firms that employ the most of them.

27 registered advisors work in Beckley; the most are at Edward Jones (8). 2 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in Beckley

FirmAdvisors in Beckley
Edward Jones news8
J.P. Morgan Securities LLC news7
Ameriprise Financial Services, LLC news3
Cambridge Investment Research Advisors, Inc. news2
LPL Enterprise, LLC news2
State Farm Investment Management Corp.2
Vandalia Wealth2
Axxcess Wealth Management, LLC1
Truist Advisory Services, Inc. news1

Advisors in Beckley, A to Z

CFP advisors in Beckley →

Other cities in West Virginia

All of West Virginia →

Charleston 142Wheeling 89Huntington 62Morgantown 55Parkersburg 43Bridgeport 34Martinsburg 30Hurricane 26Vienna 21Barboursville 17Fairmont 17South Charleston 15Clarksburg 13Elkins 9Shepherdstown 8Berkeley Springs 7Bluefield 7Buckhannon 7Charles Town 7Weirton 7Lewisburg 6Charleston - Northgate 5Princeton 5Ripley 5

Questions

How many financial advisors are in Beckley, WV?

27 investment adviser representatives are registered at firm offices in Beckley, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Beckley?

Edward Jones, with 8 registered advisors in Beckley, followed by J.P. Morgan Securities LLC with 7.

How do I check a financial advisor in Beckley?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.