Wesbanco Securities, Inc.

Wesbanco Securities, Inc. (CRD# 43276) is a financial advisory firm headquartered in Saint Clairsville, OH. They manage $58,414,608 in 332 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $175,948
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.

IN, KY, NC, OH, PA, WV

Financial Advisors at Wesbanco Securities, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Howard J. Bertram
CRD#: 4746325
100 Mall Road, Steubenville, OH 43952
96
Wealthminder
score

Howard Bertram (CRD# 4746325) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Steubenville, OH and has over 14 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
1 Bank Plaza, 5th Floor, 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 13 years of experience in the finance industry.

3
William H. Hecklick
CRD#: 5916584
2630 Rochester Rd, Cranberry Township, PA 16066
93
Wealthminder
score

William Hecklick (CRD# 5916584) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Cranberry Township, PA and has over 6 years of experience in the finance industry.

4
Suzanne H. Ice
CRD#: 4301595
300 Tennessee Ave, Charleston, WV 25302
93
Wealthminder
score

Suzanne Ice (CRD# 4301595) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Charleston, WV and has over 14 years of experience in the finance industry.

5
Sherri L. Libersat
CRD#: 3110368
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV 26003
93
Wealthminder
score

Sherri Libersat (CRD# 3110368) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 19 years of experience in the finance industry.

6
David R. McGinley
CRD#: 5253632
831 Evans City Road, Renfrew, PA 16053
93
Wealthminder
score

David McGinley (CRD# 5253632) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Renfrew, PA and has over 10 years of experience in the finance industry.

7
Janet L. Morris
CRD#: 5449808
2207 National Rd, 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 9 years of experience in the finance industry.

8
Dennis M. Patton
CRD#: 4338760
116 S. Stygler Road, Gahanna, OH 43230
93
Wealthminder
score

Dennis Patton (CRD# 4338760) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Gahanna, OH and has over 17 years of experience in the finance industry.

9
David A. Reynolds
CRD#: 2849488
395 N Buckman St, Shepherdsville, KY 40165
93
Wealthminder
score

David Reynolds (CRD# 2849488) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Shepherdsville, KY and has over 21 years of experience in the finance industry.

10
Joshua B. Schmalz
CRD#: 6005207
410 Grand Central Avenue, Vienna, WV 26105
93
Wealthminder
score

Joshua Schmalz (CRD# 6005207) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Vienna, WV and has over 5 years of experience in the finance industry.

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