Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Princeton, WV
Every SEC-registered investment adviser representative at a firm office in Princeton, with the firms that employ the most of them.
5 registered advisors work in Princeton; the most are at 4 Seasons Advisors (1). 2 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Princeton
| Firm | Advisors in Princeton |
|---|---|
| 4 Seasons Advisors | 1 |
| Edward Jones news | 1 |
| Northwestern Mutual Investment Services, LLC | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Ritholtz Wealth Management | 1 |
Advisors in Princeton, A to Z
CFP advisors in Princeton →- Richard D. Allen4 Seasons Advisors
- James L. FolmarEdward Jones · Certified Financial Planner
- Tyler B. HillyerRitholtz Wealth Management · Certified Financial Planner
- Joe W. KeatleyRaymond James Financial Services Advisors, Inc.
- Kevin T. RhodesNorthwestern Mutual Investment Services, LLC
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 7Charles Town 7Weirton 7Lewisburg 6Charleston - Northgate 5Ripley 5
Questions
How many financial advisors are in Princeton, WV?
5 investment adviser representatives are registered at firm offices in Princeton, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Princeton?
4 Seasons Advisors, with 1 registered advisors in Princeton, followed by Edward Jones with 1.
How do I check a financial advisor in Princeton?
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.