Wesbanco Securities, Inc

Investment Advisor
in New Albany, IN

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About this Advisor

Karen Watson is a financial advisor based in New Albany, Indiana with a total of 5 years of relevant experience. Watson is an employee of Wesbanco Securities, Inc. Over the course of their career, they have held roles at Morgan Stanley, Homemaker, Wesbanco Securities, Inc, Pnc Investments, Pnc Bank and Wesbanco Bank, Inc. Watson holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana and Kentucky. Wesbanco Securities, Inc is a registered investment company that has its headquarters in Saint Clairsville, OH. The firm has offices in 20 locations and a total of 101 financial advisors. It handles $131 million in assets between its 888 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 888 accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets. Wesbanco Securities, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually depend on which services are provided. However, fees charged by Wesbanco Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

101 West Spring Street
New Albany, IN 47150

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Wesbanco Securities, Inc Brokerage Details

Total Assets Under Management


IN Average: $2,106,341,625
Total Number of Employees


IN Average: 34
Total Number of Accounts


IN Average: 1,972
Average Account Size


IN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Karen Watson Work History

Karen has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Wesbanco Securities, Inc

2018 - Present (5 years)

Wesbanco Bank, Inc

2015 - 2018 (3 years)

Pnc Investments

2015 - 2018 (3 years)

Pnc Bank

2013 - 2015 (2 years)

Morgan Stanley

2001 - 2013 (12 years)


*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Karen Watson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wesbanco Securities, Inc

Vicki Wiley
Wheeling, WV
Cynthia Simpson
Wheeling, WV
Paul Curnes
Wheeling, WV
Seth White
Wheeling, WV
Mark Philpott
Wheeling, WV
Joshua Damron
Wheeling, WV
Loren Glaser
Bowie, MD
Kelsie Dunbar
Wheeling, WV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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