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Designations / CFP® professionals

CFP® professionals in West Virginia

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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81 advisors

Raymond James & Associates
46yrs
Brandon Roisman
Financial advisor
Capital Centre 750 4th Ave., First Floor
Huntington, WV 25701
Top advisor by experience in Huntington
CFP®Fiduciary
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MAI Capital Management
44yrs
David Lanham
Financial advisor
3981teays Valley Road
Hurricane, WV 25526
Top 1% by experience in West Virginia
CFP®Fiduciary
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Raymond James Financial Services Advisors
43yrs
Christopher Freeman
Financial advisor
1144 Market Street Suite 200
Wheeling, WV 26003
Top 1% by experience nationwide
CFP®Fiduciary
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Westminster Financial Advisory
41yrs
Clifford Marstiller
Financial advisor
102 South Randolph Avenue
Elkins, WV 26241
Top advisor by experience in Elkins
CFP®
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Ameriprise Financial Services
41yrs
John Everson
Financial advisor
1270 Winchester Ave
Martinsburg, WV 25405
Top advisor by experience in Martinsburg
CFP®
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Westminster Financial Advisory
40yrs
Voras Haynes
Financial advisor
102 South Randolph Ave
Elkins, WV 26241
Top 4% by experience nationwide
CFP®
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MAI Capital Management
40yrs
David Williams
Financial advisor
3981 Teays Valley Road
Hurricane, WV 25526
Top 4% by experience at MAI Capital Management
CFP®Fiduciary
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Mission: Advice
37yrs
Thomas Maiden
Financial advisor
7866 Martinsburg Pike
Shepherdstown, WV 25443
Top advisor by experience in Shepherdstown
CFP®Fiduciary
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Hoxton Planning & Management
34yrs
Archibald Hoxton
Financial advisor
8530 Shepherdstown Pike
Shepherdstown, WV 25443
Top advisor by experience at Hoxton Planning & Management
CFP®Fiduciary
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McKinley Carter Wealth Services
32yrs
David McKinley
Financial advisor
2100 Market Street
Wheeling, WV 26003
Top 8% by experience at McKinley Carter Wealth Services
CFP®Fiduciary
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Edward Jones
32yrs
Christopher Fry
Financial advisor
112 Third Street
Elkins, WV 26241
Top 4% by experience at Edward Jones
CFP®Fiduciary
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McKinley Carter Wealth Services
32yrs
Tyrone Phillippi
Financial advisor
2100 Market Street
Wheeling, WV 26003
Top 12% by experience at McKinley Carter Wealth Services
CFP®
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Ameriprise Financial Services
31yrs
Timothy Roberts
Financial advisor
44 15th St
Wheeling, WV 26003
Top 14% by experience nationwide
CFP®Fiduciary
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Commonwealth Financial Services
30yrs
Michael Seese
Financial advisor
373 Timberline Parkway
Vienna, WV 26105
Top advisor by experience at Commonwealth Financial Services
CFP®ChFCFiduciary
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Ameriprise Financial Services
29yrs
Charles Vallandingham
Financial advisor
330 Association Dr
Charleston, WV 25311
Top 18% by experience nationwide
CFP®
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Edward Jones
29yrs
Douglas Lehman
Financial advisor
269 Market Road
Beckley, WV 25801
Top 7% by experience at Edward Jones
CFP®Fiduciary
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LPL Financial
28yrs
Michael Patton
Financial advisor
3008 E. Cumberland Road
Bluefield, WV 24701
Top 19% by experience nationwide
CFP®Fiduciary
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Ameriprise Financial Services
28yrs
Blaise Robeson
Financial advisor
500 Lee St E
Charleston, WV 25301
Top 19% by experience nationwide
CFP®Fiduciary
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Fort Henry Capital
28yrs
Russell Dunkin
Financial advisor
48 Fourteenth Street
Wheeling, WV 26003
Top 20% by experience nationwide
CFP®Fiduciary
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Edward Jones
27yrs
Robert Kerekes
Financial advisor
1000 Technology Dr Suite 1340
Fairmont, WV 26554
Top 8% by experience at Edward Jones
CFP®Fiduciary
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McKinley Carter Wealth Services
27yrs
Brian Gongaware
Financial advisor
2100 Market Street
Wheeling, WV 26003
Top 20% by experience at McKinley Carter Wealth Services
CFP®
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McKinley Carter Wealth Services
27yrs
Christopher Buck
Financial advisor
2100 Market Street
Wheeling, WV 26003
Top 23% by experience nationwide
CFP®
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Cetera Investment Advisers
27yrs
Thomas Begley
Financial advisor
651 Suncrest Towne Center Drive
Morgantown, WV 26505
Top 23% by experience in Morgantown
CFP®Fiduciary
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Fort Henry Capital
27yrs
Jeremy Lowe
Financial advisor
48 Fourteenth Street
Wheeling, WV 26003
Top 24% by experience nationwide
CFP®Fiduciary
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