Robert
Dummer

Wesbanco Securities, Inc

CRD#6738367
Investment Advisor
in Beaver Falls, PA

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About this Advisor

Robert Dummer is a financial advisor based out of Beaver Falls, Pennsylvania with a total of 1 year of relevant experience. Dummer works at Wesbanco Securities, Inc. Over the course of their career, they have held roles at Dicks Sporting Goods, Mojo Running, Vincentian Academy, Gordon Shoes, Citisens Bank, Citizens Securities Inc, Citizens Securities, Inc, Citizens Bank, Wesbanco Securities Inc and Wesbanco Bank Inc. Dummer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Wesbanco Securities, Inc is an advisory firm that has its headquarters in Saint Clairsville, OH. The investment advisory business has offices in 20 locations and a total of 101 financial advisors. It manages $131 million in total assets across its 888 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 888 client accounts, 18% are held by high-net-worth clients who have greater than $1 million in investable assets. Wesbanco Securities, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services are provided. However, fee types charged by Wesbanco Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

701 Corporation St
Beaver Falls, PA 15010

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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

Robert Dummer Work History

Robert has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Wesbanco Securities Inc

2021 - Present (3 years)

Wesbanco Bank Inc

2014 - Present (10 years)

Gordon Shoes

2020 - 2021 (1 year)

Citizens Securities, Inc

2020 - 2021 (1 year)

Citizens Bank

2016 - 2020 (4 years)

Citizens Securities Inc

2015 - 2020 (5 years)

Citisens Bank

2013 - 2014 (1 year)

Mojo Running

2013 - 2015 (2 years)

Vincentian Academy

2012 - 2013 (1 year)

Dicks Sporting Goods

*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 Robert Dummer 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
Robert Dummer
Beaver Falls, PA
Loren Glaser
Bowie, MD
Seth White
Wheeling, WV
Kelsie Dunbar
Wheeling, WV
Adam Morris
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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