Advisor at Investment Research Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investment Research Corp
Location
Saint Clairsville, OH 43950
Credentials
Series 63, Series 65
Industry experience
20 years
$3,000 flat fee for Wrap Fee Program; flat fee arrangements for financial planning negotiable
$0+: 0.5% $0+: 1.0% $0+: 1.5% $0+: other percent value mutually agreed upon between Client and Investment Advisor Representative
$150 to $250 per hour depending upon tasks or circumstances
World Capital Brokerage, Inc.
2011 - Present (15 years)
Investment Research Corp
2011 - Present (15 years)
Foster Insurance Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
St Clairsville, OH
Edward Jones
Series 66
St Clairsville, OH
Edward Jones
Series 63, Series 66
Wheeling, WV
Edward Jones
Series 63, Series 65
Wheeling, WV
Anthony Investment Management, Llc
CFP®, Series 66
Wheeling, WV
Fort Henry Capital, Llc
CFP®
St. Clairsville, OH
Appalachian Capital Management
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