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Advisors near 26651
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Micah M
Series 65
Summersville, WV
Legacy Advisors
Micah Mysiuk is a Series 65-licensed advisor at Legacy Advisors with two years of industry experience. His prior work includes roles at Charm City Capital, LLC and the University of Baltimore's Bob Parson Veteran Center. Legacy Advisors provides long-term portfolio management, retirement planning, and ongoing financial planning to individuals, families, small businesses, and trusts. The firm employs a risk-aware investment approach using ETFs, mutual funds, bonds, individual stocks, and options strategies, with a focus on both discretionary and non-discretionary management.
Corey B
Series 63, Series 66
Summersville, WV
United Brokerage Services, INC
Corey Browning is a financial advisor with United Brokerage Services, INC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with United Brokerage Services since 2007. Browning serves as a volunteer Board of Trustees member for the West Virginia Bankers Association, assisting with the planning and operation of the WV School of Banking. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of bank affiliation and dual registration as both an RIA and broker-dealer.
Jeffrey R
Series 63, Series 66
Summersville, WV
Equitable Advisors
Jeffrey Rader is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of experience to his role. Prior to joining Equitable Advisors in 2021, he worked at West Virginia University and Ferguson Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing a range of advisory programs and third-party tools to tailor services to client goals and risk tolerance.
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Advisors near 26651
Out of 400,000+ nationwide