Chad
Lino

Wesbanco Securities, Inc

CRD#5096654
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Chad Lino is a financial advisor based in Pittsburgh, Pennsylvania with a total of 4 years of relevant experience. Lino is an advisor for Wesbanco Securities, Inc. Throughout their career, they have worked at First Niagara Securities, Lpl Financial LLC, Infinex Investments, Inc, First Commonwealth Bank and Wesbanco Securities, Inc. Lino maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Florida, Ohio, Pennsylvania and South Carolina. Wesbanco Securities, Inc is an advisory company that has its headquarters in Saint Clairsville, OH. The firm has offices in 20 locations and a total of 101 advisors. It manages $131 million in assets among its 888 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 888 accounts, 18% belong to high-net-worth clients who have more than $1 million in assets. Wesbanco Securities, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules are based on the financial services. Fees billed by Wesbanco Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

1009 Perry Highway
Pittsburgh, PA 15237

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Wesbanco Securities, Inc Brokerage Details

Total Assets Under Management

$131,022,680

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

101

PA Average: 34
Total Number of Accounts

888

PA Average: 1,972
Average Account Size

$147,548

PA Average: $1,068,125

Investment Advisory Services

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

Chad Lino Work History

Chad has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Wesbanco Securities, Inc

2015 - 2019 (4 years)

Infinex Investments, Inc

2015 - 2019 (4 years)

First Commonwealth Bank

2009 - 2015 (6 years)

First Niagara Securities

2009 - 2015 (6 years)

Lpl Financial LLC

*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 Chad Lino 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

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