Joshua
Damron

Wesbanco Securities, Inc

CRD#6617181
Investment Advisor
in Wheeling, WV

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About this Advisor

Joshua Damron is a financial advisor based in Wheeling, West Virginia, working with Wesbanco Securities, Inc. Joshua has previously held positions at Thomas R Wilmink, Northwestern Mutual Investment Services LLC, Transamerica, Macys Corporation, Fidelity Investments, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, The Huntington Investment Company, The Huntington National Bank, Truist Investment Services, Inc, Unemployee, Huntington National Bank, Wesbanco Bank, and Wesbanco Securities. Joshua has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in West Virginia. Currently, Joshua 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 66, Series 63

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

Joshua Damron Work History

2021 - Present (3 years)

Wesbanco Bank

2021 - Present (3 years)

Wesbanco Securities

2021 - 2021 (< 1 year)

The Huntington Investment Company

2021 - 2021 (< 1 year)

The Huntington National Bank

2021 - 2021 (< 1 year)

Truist Investment Services, Inc

2021 - 2021 (< 1 year)

Unemployee

2021 - 2021 (< 1 year)

Huntington National Bank

2020 - 2020 (< 1 year)

Cambridge Investment Research, Inc

2020 - 2020 (< 1 year)

Cambridge Investment Research Advisors, Inc

2019 - 2019 (< 1 year)

Thomas R Wilmink

2019 - 2019 (< 1 year)

Northwestern Mutual Investment Services LLC

2019 - 2019 (< 1 year)

Thomas R Wilmink

2015 - 2019 (4 years)

Fidelity Investments

2014 - 2014 (< 1 year)

Transamerica

2014 - 2014 (< 1 year)

Macys Corporation

Disclosures

Please visit the SEC profile of Joshua Damron 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
Paul Curnes
Wheeling, WV
Arthur Hughes
Ellwood City, PA
Ricky Fisher
Lexington, KY
Cynthia Simpson
Wheeling, WV
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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