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Financial ADVSR advisor directory · SEC adviser records

United Brokerage Services, Inc. financial advisors in Charleston, WV

Every SEC-registered investment adviser representative at a United Brokerage Services, Inc. office in Charleston, A to Z.

The short answer

3 registered advisors work at United Brokerage Services, Inc. in Charleston, out of 48 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

United Brokerage Services, Inc. advisors in Charleston, A to Z

Every United Brokerage Services, Inc. advisor →

United Brokerage Services, Inc. advisors in every city and state →United Brokerage Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

United Brokerage Services, Inc. advisors in other cities

Parkersburg, WV 6Arlington, VA 2Ashburn, VA 2Charlotte, NC 2Duluth, GA 2Lincolnton, NC 2Martinsburg, WV 2McLean, VA 2Vienna, VA 2Ceredo, WV 1Fairfax, VA 1Fayetteville, NC 1Fredericksburg, VA 1Garden City, SC 1Glen Allen, VA 1

Other firms in Charleston

All Charleston advisors →

Morgan Stanley 28Ameriprise Financial Services, LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 15Wells Fargo Clearing Services, LLC 11Vandalia Wealth 7Axxcess Wealth Management, LLC 5Equitable Advisors, LLC 5Focus Partners Wealth, LLC 5Ntv Asset Management, LLC 5Janney Montgomery Scott LLC 4McKinley Carter Wealth Services, Inc. 4

Questions

How many financial advisors does United Brokerage Services, Inc. have in Charleston?

3 investment adviser representatives are registered at United Brokerage Services, Inc. offices in Charleston, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 48 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is United Brokerage Services, Inc. one of the largest advisor employers in Charleston?

United Brokerage Services, Inc. ranks number 16 in Charleston by registered advisors; Morgan Stanley has the most, with 28.

How do I check a United Brokerage Services, Inc. advisor in Charleston?

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, 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 United Brokerage Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.