Wesbanco Securities, Inc.

Wesbanco Securities, Inc. (CRD# 43276) is a financial advisory firm headquartered in Saint Clairsville, OH. They manage $40,000,000 in 206 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $194,175
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, OH, PA, WV

Financial Advisors at Wesbanco Securities, Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Howard J. Bertram
CRD#: 4746325
2207 National Rd, Wheeling, WV 26003
96
Wealthminder
score

Howard Bertram (CRD# 4746325) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 12 years of experience in the finance industry. Howard Bertram 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.

2
Jonathan D. Dargusch
CRD#: 4041753
Wesbanco Trust & Investment Services, 1 Bank Plaza, Wheeling, WV 26003
93
Wealthminder
score

Jonathan Dargusch (CRD# 4041753) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 12 years of experience in the finance industry.

3
Robert J. Davis
CRD#: 3238048
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV 26003
93
Wealthminder
score

Robert Davis (CRD# 3238048) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 17 years of experience in the finance industry.

4
Suzanne M. Hall
CRD#: 4301595
1 Bank Plaza, Wheeling, WV 26003
93
Wealthminder
score

Suzanne Hall (CRD# 4301595) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 13 years of experience in the finance industry.

5
Sherri L. Libersat
CRD#: 3110368
140 W. Main Street, Clarksburg, WV 26301
93
Wealthminder
score

Sherri Libersat (CRD# 3110368) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Clarksburg, WV and has over 18 years of experience in the finance industry.

6
David R. McGinley
CRD#: 5253632
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV 26003
93
Wealthminder
score

David McGinley (CRD# 5253632) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 9 years of experience in the finance industry.

7
Janet L. Morris
CRD#: 5449808
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV 26003
93
Wealthminder
score

Janet Morris (CRD# 5449808) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 8 years of experience in the finance industry.

8
James E. Starcher
CRD#: 3261823
260 Gihon Village, Parkersburg, WV 26101
93
Wealthminder
score

James Starcher (CRD# 3261823) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Parkersburg, WV and has over 17 years of experience in the finance industry.

9
Vicki L. Wiley
CRD#: 5215860
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV 26003
93
Wealthminder
score

Vicki Wiley (CRD# 5215860) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 8 years of experience in the finance industry.

10
Tyler L. Williams
CRD#: 3243719
14621 State Route 93, Jackson, OH 45640
93
Wealthminder
score

Tyler Williams (CRD# 3243719) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Jackson, OH and has over 11 years of experience in the finance industry.

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