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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Point Pleasant, WV

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

3 registered advisors work in Point Pleasant; the most are at Edward Jones (2). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Point Pleasant

FirmAdvisors in Point Pleasant
Edward Jones news2
Steward Partners Investment Advisory, LLC news1

Advisors in Point Pleasant, A to Z

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

Questions

How many financial advisors are in Point Pleasant, WV?

3 investment adviser representatives are registered at firm offices in Point Pleasant, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Point Pleasant?

Edward Jones, with 2 registered advisors in Point Pleasant, followed by Steward Partners Investment Advisory, LLC with 1.

How do I check a financial advisor in Point Pleasant?

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.