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Financial Advisors in Charleston, WV

How to choose a financial advisor in Charleston

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

John Jones

Financial Advisor

AXXCESS WEALTH MANAGEMENT, LLC

Charleston, WV

ProfileNo contact yet

Brian Floyd

Financial Advisor

Ameriprise Financial Services, Llc

Charleston, WV

ProfileNo contact yet

James Payne

Financial Advisor

Raymond James Financial Services Advisors, Inc

Charleston, WV

ProfileNo contact yet

Steven Tardy

Financial Advisor

Mckinley Carter Wealth Services, Inc.

Charleston, WV

ProfileNo contact yet

Don McIntyre

Financial Advisor

Northwestern Mutual Investment Services, Llc

Charleston, WV

ProfileNo contact yet

Sarah Trippe

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charleston, WV

ProfileNo contact yet

Robin Parog

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charleston, WV

ProfileNo contact yet

Clark Miller

Financial Advisor

Northwestern Mutual Investment Services, Llc

Charleston, WV

ProfileNo contact yet

Norman Shumate

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charleston, WV

ProfileNo contact yet

Matthew Jones

Financial Advisor

Raymond James Financial Services Advisors, Inc

Charleston, WV

ProfileNo contact yet
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