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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Morgantown, WV

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

55 registered advisors work in Morgantown; the most are at LPL Financial LLC (9). 6 list the CFP designation and 53 are also registered broker representatives.

Firms with the most advisors in Morgantown

FirmAdvisors in Morgantown
LPL Financial LLC news9
Edward Jones news8
Osaic Wealth, Inc. news5
Ameriprise Financial Services, LLC news4
Tiaa-Cref Individual & Institutional Services, LLC4
Centaurus Financial, Inc.3
Equitable Advisors, LLC news3
Park Avenue Securities LLC3
Truist Advisory Services, Inc. news3
Huffman & Ross Wealth Management LLC2
MML Investors Services, LLC2
Allstate Financial Advisors, LLC1
Cetera Investment Advisers LLC news1
LPL Enterprise, LLC news1
Northwestern Mutual Investment Services, LLC1
PNC Wealth Management LLC1
Strategic Advisers LLC1
United Brokerage Services, Inc.1
Wells Fargo Advisors Financial Network, LLC news1
Wesbanco Securities, Inc.1

Advisors in Morgantown, A to Z

CFP advisors in Morgantown →

Other cities in West Virginia

All of West Virginia →

Charleston 142Wheeling 89Huntington 62Parkersburg 43Bridgeport 34Martinsburg 30Beckley 27Hurricane 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 Morgantown, WV?

55 investment adviser representatives are registered at firm offices in Morgantown, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 53 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Morgantown?

LPL Financial LLC, with 9 registered advisors in Morgantown, followed by Edward Jones with 8.

How do I check a financial advisor in Morgantown?

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.