Chad Lino, financial advisor Pittsburgh PA

Chad Lino

CRD Number: 5096654
Current Firm: Wesbanco Securities, Inc.

Chad Lino (CRD# 5096654) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Pittsburgh, PA and has over 17 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
C. Ellis, financial advisor Pittsburgh PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Marybeth Abbiatici, financial advisor Pittsburgh PA
Marybeth Abbiatici
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Wesbanco Securities, Inc. Pittsburgh, PA Nov 2019 - Current 4
Infinex Investments, Inc. Meriden, CT Nov 2015 - Nov 2019 4
First Commonwealth Bank Elizabeth, PA Nov 2015 - Nov 2019 4
First Niagara Securities Erie, PA Sep 2009 - Nov 2015 6
Lpl Financial LLC Pittsburgh, PA Sep 2009 - Nov 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S66 NASAA Uniform Combined State Law Examination Jan 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chad L. Lino
Phone Number: 8003683369
Registered State(s):
  • FL
  • OH
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    778
    ACCOUNTS
  • Average Account Value
    $170,516
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, DC, FL, HI, IL, IN, KY, MD, MI, NC, NJ, OH, PA, SC, TN, TX, UT, VA, VI, WA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.