Adam
Morris
Wesbanco Securities, Inc
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About this Advisor
Adam Morris is a financial advisor based in Wheeling, West Virginia, working with Wesbanco Securities, Inc. Adam has previously held positions at Edward Jones, Bb&T, 84 Lumber Company, and Wesbanco Securities, Inc. Adam has passed the Series 66 regulatory exam and is registered to provide services in Kentucky, Ohio, and West Virginia. Currently, Adam is part of Wesbanco Securities, Inc, which operates out of Wheeling, West Virginia. The firm has 20 offices and 103 employees. The firm manages assets totaling $132.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wesbanco Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wesbanco Securities, Inc Brokerage Details
$132,661,186
103
778
$170,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Morris Work History
Wesbanco Securities, Inc
Wesbanco Securities, Inc
Edward Jones
Bb&T
84 Lumber Company
Disclosures
Please visit the SEC profile of Adam Morris 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
Weirton, WV
Ellwood City, PA
Wheeling, WV
Wheeling, WV
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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