Sherri Sharpe, financial advisor Clarksburg WV

Sherri Sharpe

CRD Number: 3110368
Current Firm: Wesbanco Securities, Inc.

Sherri Sharpe (CRD# 3110368) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Clarksburg, WV and has over 25 years of experience in the finance industry.

Similar Advisors
Anthony Abruzzino, financial advisor Clarksburg WV
Anthony Abruzzino
CRD# 2168331
Cetera Investment Advisers LLC
Similar Advisors
Daniel Afzalirad, financial advisor Clarksburg WV
Daniel R. Afzalirad
CRD# 5081352
J.p. Morgan Securities LLC
Similar Advisors
James Alexander, financial advisor Clarksburg WV
James F. Alexander
CRD# 4118348
Allegheny Investments, Ltd.
Company Name Location Dates Years
Wesbanco Securities Inc. Clarksburg, WV Jun 2018 - Current 5
Wesbanco Securities, Inc. Clarksburg, WV Dec 2015 - Jun 2018 2
The Huntington Investment Company Columbus, OH Jan 2006 - Nov 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Sherri L. Sharpe
Phone Number: 8003683369
Registered State(s):
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    888
    ACCOUNTS
  • Average Account Value
    $147,548
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.