Kevin
Davis
Wesbanco Securities, Inc
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About this Advisor
Kevin Davis is a financial advisor who works in Frankfort, Kentucky with 2 years of relevant experience. Davis works at Wesbanco Securities, Inc. Davis has gained experience at Bb&T Investment Services, Inc, Lpl Financial LLC, Fifth Third Securities, Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Fifth Third Bank, Hamburg Financial Group, Morgan Stanley Private Bank, N.A, Wesbanco Securities Inc and Morgan Stanley. Davis has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kentucky. Wesbanco Securities, Inc is a financial advisory business headquartered in Saint Clairsville, OH. The firm has offices in 20 locations and a total of 101 employees. It controls $131 million in assets under management among its 888 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 888 customer accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services are offered. Fee types billed by Wesbanco Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wesbanco Securities, Inc Brokerage Details
$131,022,680
101
888
$147,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Davis Work History
Kevin has been registered as a financial advisor for 2 years.*
Wesbanco Securities Inc
Morgan Stanley Private Bank, N.A
Morgan Stanley
Jp Morgan Chase Bank
Jp Morgan Securities, LLC
Fifth Third Bank
Fifth Third Securities
Lpl Financial LLC
Hamburg Financial Group
Bb&T Investment Services, 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.
Disclosures
Please visit the SEC profile of Kevin Davis 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
Wheeling, WV
Wheeling, WV
Wheeling, WV
Beaver Falls, PA
Wheeling, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
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