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Portfolio Management for Businesses Advisors in Beckley, West Virginia
33 Results
Unclaimed

Truist Advisory Services, Inc.

location

BECKLEY, WV

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Acie Wayne Hylton is a financial advisor with Truist Advisory Services, Inc., located in Beckley, WV. Acie has been in the financial services industry since October 11, 2005. Acie has a Series 6, Series 7, and Series 63 securities license and a Series 65 Investment Advisor license. Acie is registered to offer investment advisory services in Texas, Virginia, and West Virginia. Acie has worked for several other firms in the past, including BB&T Securities, LLC, BB&T Investment Services, Inc., LPL Financial LLC, Infinex Investments, Inc., CertusSecurities, Inc., Allstate Financial Services, LLC, Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Raymond James Financial Services, Inc. Acie is a member of the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

BECKLEY, WV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Angela Messer is a financial professional with J.p. Morgan Securities LLC and is licensed in West Virginia and Georgia. Angela has passed the Series 63, Series 6TO, and SIE exams, and is experienced with a range of financial products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

BECKLEY, WV

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Autumn Ballard is a registered representative with j.p. Morgan Securities LLC and has been in the industry for 10 years. Autumn has a Series 66, Series 7, and a SIE license. Autumn works with a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Autumn provides a variety of services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Beckley, WV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bailey Meade Madison is a registered representative with J.P. Morgan Securities LLC. Bailey has been in the industry since February 2015. Bailey holds Series 7TO, SIE, and Series 66 licenses. Bailey is registered to provide investment advice in 26 states including Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Kentucky, Maryland, Michigan, Mississippi, Missouri, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

BECKLEY, WV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Gene Worley is a financial advisor registered with Edward Jones. Benjamin has been in the financial industry since November 2016. Benjamin has a Series 66, Series 7, and SIE license. Benjamin is registered in 16 states and currently works for Edward Jones in Beckley, West Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

BECKLEY, WV

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Bill L. Burgess is a financial advisor at Edward Jones. Bill has over 40 years of experience in the financial services industry. Bill is registered with the state of West Virginia and has Series 7 and 63 licenses as well as the SIE. Bill is also a registered investment advisor. Bill's previous experience includes positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and First Union Capital Markets Corp. Bill's clients include high-net-worth individuals, individuals other than high-net-worth, partnerships, investment clubs, limited liability companies, charitable organizations, corporations, and pension and profit-sharing plans. Bill provides financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Beckley, WV

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brice W. Hartsuch is a financial advisor with over 15 years of experience in the financial services industry. Brice currently works with Cambridge Investment Research Advisors, Inc. Brice has a strong background in providing financial advice to individuals and families. Brice's primary focus is on developing personalized financial plans that help clients achieve their goals. Brice specializes in investments, insurance, and retirement planning. Brice is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

BECKLEY, WV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brooke Belmont Dempsey is a financial advisor at Edward Jones. Brooke is registered with the state of West Virginia as a registered representative and investment advisor representative. Brooke has been working in the financial services industry since 2014. She is a dedicated financial advisor who provides comprehensive financial planning services to individuals and families. Brooke is committed to helping her clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

BECKLEY, WV

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Charles Wilkerson has been in the financial services industry since 1981. Currently registered with J.p. Morgan Securities LLC, Charles has also worked with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, NATIONWIDE ADVISORY SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK, INTEGRATED RESOURCES EQUITY CORPORATION, TITAN CAPITAL CORPORATION, MONY SECURITIES CORP. and FSC SECURITIES CORPORATION. Charles holds a Series 65, Series 63, Series 7, Series 1 and SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Enterprise, LLC

location

BECKLEY, WV

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clark Hampton Swepston is a financial advisor with over 40 years of experience in the industry. Clark is currently registered with LPL Enterprise, LLC and has held several positions with Prudential Insurance Company of America and Pruco Securities, LLC. Clark is a licensed investment advisor representative and holds the Series 6, Series 63, Series 65, and SIE licenses. Clark provides financial planning services, portfolio management for individuals and businesses, and educational seminars. Clark is also a deacon board chair at the Crab Orchard Baptist Church and a member of the Clark Swepston Insurance & Financial Services, LLC administrative board.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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