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- Custodian
- Pershing ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-1997
- Office Locations
- 55
Office Locations
About Wesbanco Securities, Inc.
WesBanco Securities, Inc. (CRD 43276) supports retail investors with financial wellness and planning-led advice, including investment planning, portfolio construction, retirement planning, and insurance solutions, with tax, estate, and business succession planning capabilities. Investment implementation spans ETFs, mutual funds, and fixed income, including ESG/SRI themes. Operates across a 51-office footprint and clears through Pershing and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ROBERT HERBERGER II
--
- CRD
- #5890583
- Ownership
- Less than 5%
JEFF JACKSON
Chief Operating Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Tammy Adkins
AVP & Trust Officer
- CRD
- --
SHARON J ALLER
--
- CRD
- #4576396
Showing 2 of 140 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,284,172 | $141,196 |
| Non-Discretionary | $103,591,601 | $308,308 |
| Total | $285,875,773 | $175,707 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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