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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South Charleston, WV

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

The short answer

16 registered advisors work in South Charleston; the most are at Freedom Financial Advisors, LLC (4). 2 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in South Charleston

FirmAdvisors in South Charleston
Freedom Financial Advisors, LLC4
J.P. Morgan Securities LLC news4
Edward Jones news2
State Farm Investment Management Corp.2
Ameriprise Financial Services, LLC news1
Global Freedom Financial LLC1
Osaic Wealth, Inc. news1
Retirement Planning Consultants Inc.1

Advisors in South Charleston, A to Z

CFP advisors in South Charleston →

Other cities in West Virginia

All of West Virginia →

Charleston 142Wheeling 83Huntington 67Morgantown 59Parkersburg 39Bridgeport 36Martinsburg 30Beckley 25Hurricane 25Vienna 23Barboursville 19Fairmont 15Clarksburg 11Elkins 9Weirton 9Berkeley Springs 8Charles Town 8Shepherdstown 8Bluefield 7Buckhannon 7Lewisburg 6Charleston - Northgate 5Princeton 5Ripley 5

Questions

How many financial advisors are in South Charleston, WV?

16 investment adviser representatives are registered at firm offices in South Charleston, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in South Charleston?

Freedom Financial Advisors, LLC, with 4 registered advisors in South Charleston, followed by J.P. Morgan Securities LLC with 4.

How do I check a financial advisor in South Charleston?

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.