Drew
Ecklund

Wesbanco Securities, Inc

CRD#4905949
Investment Advisor
in Wheeling, WV

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About this Advisor

Drew Ecklund is a financial advisor who works in Wheeling, West Virginia who has 1 year of industry experience. Ecklund currently works for Wesbanco Securities, Inc. During their career, the advisor has held roles at Northwest Savings Bank, Obs Brokerage Services, Inc, Cetera Investment Services LLC, Lpl Financial LLC, Northwest Advisors, Inc, Wesbanco Securities, Inc and Wesbanco Bank, Inc. Ecklund holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Wesbanco Securities, Inc is an advisory firm that has its headquarters in Saint Clairsville, OH. The company has offices in 20 locations and a total of 101 advisors. It administers $131 million in assets across its 888 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 888 client accounts, 18% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. However, fee types charged by Wesbanco Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

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

1 Bank Plaza 5Th Floor
Wheeling, WV 26003

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Wesbanco Securities, Inc Brokerage Details

Total Assets Under Management

$131,022,680

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

101

WV Average: 34
Total Number of Accounts

888

WV Average: 1,972
Average Account Size

$147,548

WV Average: $1,068,125

Investment Advisory Services

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

Drew Ecklund Work History

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

2019 - Present (5 years)

Wesbanco Securities, Inc

2019 - Present (5 years)

Wesbanco Bank, Inc

2017 - 2018 (1 year)

Lpl Financial LLC

2013 - 2017 (4 years)

Cetera Investment Services LLC

2011 - 2019 (8 years)

Northwest Advisors, Inc

2008 - 2013 (5 years)

Obs Brokerage Services, Inc

2007 - 2019 (12 years)

Northwest Savings Bank

*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 Drew Ecklund 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
Vicki Wiley
Wheeling, WV
Paul Curnes
Wheeling, WV
Joshua Damron
Wheeling, WV
Adam Morris
Wheeling, WV
Robert Dummer
Beaver Falls, PA
Mark Philpott
Wheeling, WV
Kelsie Dunbar
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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