Wesbanco Securities, Inc
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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
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Wesbanco Securities, Inc Brokerage Details
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.*
Wesbanco Securities, Inc
Wesbanco Bank, Inc
*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
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 email@example.com.
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