Financial Services Lawyers for West Virginia

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Meet some of our West Virginia Financial Services Lawyers

Morgan S. - Financial Services Lawyer in West Virginia
View Morgan
4.9 (17)
Member Since:
July 31, 2023

Morgan S.

Attorney
Free Consultation
Austin, Texas
5 Yrs Experience
Licensed in WV NY, TX
University of Pittsburgh Law School

Corporate Attorney that represents startups, businesses, investors, VC/PE doing business throughout the country. Representing in a range of matters from formation to regulatory compliance to financings to exit. Have a practice that represents both domestic and foreign startups, businesses, and entrepreneurs. Along with VC, Private Equity, and investors.

Recent  ContractsCounsel Client  Review:
5.0

"Morgan was very detailed in his response and explanations. He showed me red flags, potential solutions, and where problems may occur. He explained some high risk clauses that did not make sense and I should not accept. Overall, Morgan saved me from bad business deal when I flagged his concerns to the counterparty. Thanks Morgan!"

Christopher M. - Financial Services Lawyer in West Virginia
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Member Since:
April 4, 2025

Christopher M.

Business Lawyer
Free Consultation
Philadelphia, Pennsylvania
12 Yrs Experience
Licensed in WV PA
University of Pittsburgh

Experienced in-house counsel with a strong track record in commercial contracting, data privacy, and regulatory compliance across global organizations. Skilled at aligning legal strategy with business objectives, negotiating complex agreements, and mitigating enterprise risk. Passionate about enabling innovation through practical, business-focused legal solutions.

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Meet some of our other Financial Services Lawyers

Octavia P. - Financial Services Lawyer in West Virginia
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5.0 (2)
Member Since:
January 30, 2021

Octavia P.

Attorney
Free Consultation
Chicago, IL
19 Yrs Experience
Licensed in IL, NY
The John Marshall Law School

I am a business law attorney with over 15 years’ experience and a strong background in information technology. I am a graduate of the University of California Berkeley, a member of the Illinois bar, New York bar and a licensed lawyer (Solicitor) of England and Wales. I actively partner directly with my clients or indirectly, as Of Counsel, to boutique law firms to streamline business practices and manage legal risks by focusing on essentials such as - business contracts, corporate structure, employment/independent contractor agreements, website terms and policies, IP, technology, and commercial related agreements as well as business risk and compliance guidance.

Recent  ContractsCounsel Client  Review:
5.0

"Octavia P. is very responsive and knowledgeable. She was able to make changes for me in less than a day, and was able to make adjustments and changes as needed."

Albert M. - Financial Services Lawyer in West Virginia
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5.0 (7)
Member Since:
February 8, 2021

Albert M.

Attorney
Free Consultation
Woodbury, NJ
23 Yrs Experience
Licensed in NJ
Rutgers School of Law - Camden

I am a New Jersey licensed attorney and I have been in practice for over nineteen years. My practice mainly consists of representing public entities (municipalities, school boards, etc) and businesses, both small and large. In that capacity, much of work consists of drafting, reviewing and revising contracts.

Recent  ContractsCounsel Client  Review:
5.0

"Albert was accommodating and attentive to the project. Great rate."

Jose P. - Financial Services Lawyer in West Virginia
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5.0 (1)
Member Since:
February 13, 2021

Jose P.

Partner
Free Consultation
San Antonio, Dallas
26 Yrs Experience
Licensed in TX
University of Pennsylvania

I am a corporate lawyer with expertise working with small businesses, venture capital and healthcare. Previously, I worked at large law firms, as well as head attorney for companies. I graduated from Harvard College and University of Pennsylvania Law School. I speak 5 languages (Spanish, French, Italian and Russian, plus English), visited over 60 countries, and used to compete in salsa dancing!

Recent  ContractsCounsel Client  Review:
5.0

"Was an absolute pleasure working with them. I plan on working with them a lot in the future."

Briana C. - Financial Services Lawyer in West Virginia
View Briana
5.0 (60)
Member Since:
February 15, 2021

Briana C.

Founder, Branch Legal LLC
Free Consultation
Boston, MA
14 Yrs Experience
Licensed in CA, MA, NY
Columbia University School of Law

Legal services cost too much, and are often of low quality. I have devoted my law practice to providing the best work at the most affordable price—in everything from defending small businesses against patent trolls to advising multinational corporations on regulatory compliance to steering couples through a divorce.

Recent  ContractsCounsel Client  Review:
5.0

"Briana was responsive and quick to put the draft together. It has been a pleasure working with her!"

Meghan P. - Financial Services Lawyer in West Virginia
View Meghan
4.8 (6)
Member Since:
February 15, 2021

Meghan P.

Attorney
Free Consultation
San Francisco
8 Yrs Experience
Licensed in CA
University of Dayton

I am a licensed attorney and a member of the California Bar. I graduated from the University of Dayton School of Law's Program in Law and Technology. I love IP, tech transfers, licensing, and how the internet and developing technology is changing the legal landscape. I've interned at both corporations and boutique firms, and I've taken extensive specialized classes in intellectual property and technology law.

Recent  ContractsCounsel Client  Review:
5.0

"Meghan was great to work with! She understood everything perfectly and delivered greatly."

Abby V. - Financial Services Lawyer in West Virginia
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Member Since:
December 8, 2020

Abby V.

President
Free Consultation
Washington, DC
19 Yrs Experience
Licensed in DC, NJ, NY
Loyola University Chicago School of Law

Abby is an attorney and public policy specialist who has fused together her experience as an advocate, education in economics and public health, and passion for working with animals to create healthier communities for people and animals alike. At Opening Doors PLLC, she helps housing providers ensure the integrity of animal accommodation requests, comply with fair housing requirements, and implement safer pet policies. Abby also assists residents with their pet-related housing problems and works with community stakeholders to increase housing stability in underserved communities. She is a nationally-recognized expert in animal accommodation laws and her work has been featured in The Washington Post, USA Today, Bloomberg, and Cosmopolitan magazine.

Matan S. - Financial Services Lawyer in West Virginia
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Member Since:
January 4, 2021

Matan S.

Attorney
Free Consultation
Philadelphia, PA
13 Yrs Experience
Licensed in NJ, PA
Rutgers

Matan is an experienced M&A, corporate, tax and real estate attorney advising closely held businesses, technology start ups, service businesses, and manufacturers in purchases, sales, and other exit strategies. Matan works with founders and first-and-second generation owners to strategically transition businesses.

Sean D. - Financial Services Lawyer in West Virginia
View Sean
Member Since:
January 26, 2021

Sean D.

Business Attorney
Free Consultation
Elkridge, Maryland
28 Yrs Experience
Licensed in MD
University of Maryland Francis King Carey School of Law

Accomplished and results-driven business attorney with extensive experience in commercial real estate / project finance, commercial transactions, and entity formations, that possesses a winning blend of subject matter expertise, skill in client relationship management, and practical experience. Leverages a unique mix of legal, strategic, and analytical expertise that consistently meets and surpasses client expectations. Specialties: Commercial Real Estate Law, Contract Negotiation, Entity Formation, Joint Ventures, Procurement, Lease/Buy/Sell Transactions, Business Consultations, Team Leadership, and Economic Development

Jonathan D. - Financial Services Lawyer in West Virginia
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Member Since:
February 8, 2021

Jonathan D.

Principal
Free Consultation
Miami
8 Yrs Experience
Licensed in FL
Florida International University School of Law

Miami-based duly licensed attorney and customs broker with significant experience in various types of supply chain business agreements, as well as experience in entertainment law.

Financial Services Legal Questions and Answers

Financial Services

Loan Agreement

Ohio

Asked on Jun 1, 2025

Can a lender change the terms of a loan agreement without my consent?

I recently entered into a loan agreement with a lender to borrow funds for a business expansion project. However, I have received a notice from the lender stating that they intend to change certain terms of the loan agreement, such as increasing the interest rate and extending the repayment period, without seeking my consent. I am concerned about the legality of such changes and the impact they may have on my business.

Gary S.

Answered Jun 25, 2025

Generally no, a lender cannot unilaterally change the terms of a loan agreement without the borrower's consent. Loan agreements are binding contracts, and any modification to the terms (such as interest rate, repayment schedule, or collateral requirements) typically requires both parties to agree to the change. However, depending on the agreement's terms and the type of loan, there are some nuanced exceptions. Some loan agreements permit changes without borrower consent, such as variable rate provisions, default provisions (allowing changes if borrower is in default), or loan servicing clauses (ex. payment instructions can usually be modified unilaterally). However, in each case, these rights to modify the terms must be clearly stated in the loan agreement, and if the agreement is silent, the lender cannot change the terms without the consent of the borrower. The information provided in this response is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by this communication. For advice specific to your situation, please seek legal counsel.

Read 1 attorney answer>

Financial Services

Investment Advisory Contract

California

Asked on Aug 11, 2024

Can an investment advisory contract be terminated by the client if they are dissatisfied with the services provided?

I am seeking legal advice regarding an investment advisory contract that I have signed with a financial advisor. I have been dissatisfied with the services provided so far, as the advisor has not been transparent about their fees and has made poor investment decisions. I want to know if I have the right to terminate the contract and what the potential consequences or obligations might be if I do so.

Jonathan W.

Answered Sep 10, 2024

Generally speaking and without seeing the contract, there are usually two ways to get out of contract - (i) under the terms of the agreement or (ii) breaching the contract. First, without a breach of the agreement to determine whether you can do this you need to review the contract to see if there are service levels, promised returns, or other commitments that the IA is not meeting. Then you need to look at the section on termination in the contract and see if their failure to fulfill their obligations is covered and what the process is for termination, i.e. is there a breach cure period, is there a dispute resolution provisions, any penalty/fee for early termination and what are the notice provisions. The other way is to Breach the contract which would be stopping performing your obligations under it which I would assume without seeing it are likely just payment of fees. The potential consequences of breaching a contract could include lawsuits, financial penalties, and damage to your reputation. Also before resorting to breaching the contract, I would suggest exploring negotiation with the Investment Advisor as they may be willing to amend the terms or agree to an early termination. I will also add, in any event, you should be keeping a detailed record of all communications with the Investment Advisor, especially if there are performance issues or disputes. This documentation can be crucial if legal action becomes necessary.

Read 1 attorney answer>
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