Christopher
Walter

Wesbanco Securities, Inc

CRD#2208463
Investment Advisor
in Wheeling, WV

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About this Advisor

Christopher Walter is a financial advisor based in Wheeling, West Virginia, working with Wesbanco Securities, Inc. Christopher has previously held positions at Suntrust Investment Services, Inc, Wells Fargo, Wesbanco Securities, Inc, and Suntrust Advisory Services. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Christopher 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Wesbanco Securities Inc 1 Bank Plaza
Wheeling, WV 26003

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Wesbanco Securities, Inc Brokerage Details

Total Assets Under Management

$132,661,186

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

103

WV Average: 34
Total Number of Accounts

778

WV Average: 1,972
Average Account Size

$170,516

WV Average: $1,068,125

Investment Advisory Services

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

Christopher Walter Work History

2020 - Present (4 years)

Wesbanco Securities, Inc

2016 - 2019 (3 years)

Suntrust Advisory Services

2014 - 2019 (5 years)

Suntrust Investment Services, Inc

2010 - 2014 (4 years)

Wells Fargo

Disclosures

Please visit the SEC profile of Christopher Walter 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

Perry Reynolds
Wheeling, WV
Joshua Damron
Wheeling, WV
Brooke Carroll
Weirton, WV
Arthur Hughes
Ellwood City, PA
Paul Curnes
Wheeling, WV
Vicki Wiley
Wheeling, WV
Karen Watson
New Albany, IN
Adam Morris
Wheeling, WV

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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