How does the advisor help clients – Key Takeaways:
WESBANCO SECURITIES, INC. is committed to providing top-of-the-line financial services to its clients. With a team of experienced and knowledgeable advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future.
The following are some key takeaways on how WESBANCO SECURITIES, INC. helps their clients:
- Offering a wide range of financial services to cater to each client’s specific needs and goals
- Providing personalized and comprehensive financial planning and advice
- Using a proactive approach to continuously monitor and adjust clients’ portfolios to ensure they are on track to meet their financial goals
- Offering regular and transparent communication and education to keep clients updated and informed about their investments
Facts and Insights
Founded in 1968, WESBANCO SECURITIES, INC. has been in the financial services industry for over 50 years. They are a subsidiary of WesBanco Bank, Inc., a financial holding company with over 200 locations in the United States.
According to WESBANCO SECURITIES, INC.’s most recent SEC Form ADV filing, they currently have $3.7 billion in assets under management and 21 advisors on their team.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 1968 | $3.7 | 21 |
Financial Services Offered
WESBANCO SECURITIES, INC. offers a wide range of financial services to meet the diverse needs and goals of their clients. These services include:
- Investment management
- Financial planning and advice
- Estate planning
- Retirement planning
- Insurance solutions
- Tax planning and management
- Educational planning
Client Types
WESBANCO SECURITIES, INC. caters to a variety of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
WESBANCO SECURITIES, INC. operates on a fee-based compensation structure. This means that advisors are compensated through a combination of fees and commissions. These fees are based on a percentage of the assets under management and are fully disclosed to clients.
Background
The team of advisors at WESBANCO SECURITIES, INC. have a wealth of experience and knowledge in the financial services industry. They are dedicated to continuously expanding their expertise to provide the best possible services to their clients. Many of their advisors hold professional designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, WESBANCO SECURITIES, INC. adheres to strict disclosure requirements set by the Securities and Exchange Commission (SEC). These disclosures can be found in their Form ADV filing, which is available to the public on the SEC’s website. It is important for clients to review and understand these disclosures before engaging in any financial services with WESBANCO SECURITIES, INC.