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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Charles Town, WV

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

7 registered advisors work in Charles Town; the most are at Edward Jones (2). 1 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Charles Town

FirmAdvisors in Charles Town
Edward Jones news2
State Farm Investment Management Corp.2
Kestra Advisory Services, LLC news1
LPL Financial LLC news1
Shenandoah Financial1

Advisors in Charles Town, A to Z

CFP advisors in Charles Town →

Other cities in West Virginia

All of West Virginia →

Charleston 142Wheeling 89Huntington 62Morgantown 55Parkersburg 43Bridgeport 34Martinsburg 30Beckley 27Hurricane 26Vienna 21Barboursville 17Fairmont 17South Charleston 15Clarksburg 13Elkins 9Shepherdstown 8Berkeley Springs 7Bluefield 7Buckhannon 7Weirton 7Lewisburg 6Charleston - Northgate 5Princeton 5Ripley 5

Questions

How many financial advisors are in Charles Town, WV?

7 investment adviser representatives are registered at firm offices in Charles Town, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Charles Town?

Edward Jones, with 2 registered advisors in Charles Town, followed by State Farm Investment Management Corp. with 2.

How do I check a financial advisor in Charles Town?

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.