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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shepherdstown, WV

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

8 registered advisors work in Shepherdstown; the most are at Hoxton Planning & Management, LLC (5). 5 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Shepherdstown

FirmAdvisors in Shepherdstown
Hoxton Planning & Management, LLC5
Advisor Alliance LLC1
Edward Jones news1
Mission: Advice1

Advisors in Shepherdstown, A to Z

CFP advisors in Shepherdstown →

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 9Berkeley Springs 7Bluefield 7Buckhannon 7Charles Town 7Weirton 7Lewisburg 6Charleston - Northgate 5Princeton 5Ripley 5

Questions

How many financial advisors are in Shepherdstown, WV?

8 investment adviser representatives are registered at firm offices in Shepherdstown, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Shepherdstown?

Hoxton Planning & Management, LLC, with 5 registered advisors in Shepherdstown, followed by Advisor Alliance LLC with 1.

How do I check a financial advisor in Shepherdstown?

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.