Deborah Ferdon (CRD# 814321) is an Investment Advisor Representative working at Wesbanco Investment Department in Wheeling , WV and has over 38 years of experience in the finance industry. Deborah Ferdon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wesbanco Trust & Investment | Wheeling, WV | Oct 2004 - Current | 19 |
| Wesbanco Securities | Wheeling , WV | Oct 2004 - Current | 19 |
| Wesbanco Investment Department | Wheeling, WV | Oct 2004 - Current | 19 |
| Wesmark Funds | Wheeling , WV | Sep 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- WV
-
Total Assets Under Management839MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$139,903,520
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
WV
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