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Brooke Megan Carroll

Wesbanco Securities, Inc.

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About Brooke Megan Carroll

Brooke Megan Carroll is a financial advisor with Wesbanco Securities, Inc., registered to offer investment advice and securities in Ohio, Pennsylvania, and West Virginia. Brooke has been in the financial industry since March 2022 and holds the Series 7, Series 63, Series 65 and SIE licenses. Brooke is also a Certified Financial Planner. Brooke focuses on providing financial planning and portfolio management services to individuals and high net worth individuals. Previously, Brooke was employed by The Huntington Investment Company.

Firm Information

Brooke Carroll is currently registered with Wesbanco Securities, Inc.. Wesbanco Securities, Inc. is a corporation formed in 1996 and headquartered in St. Clairsville, Ohio. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients. Wesbanco Securities, Inc. is registered with the SEC and in 27 states. The firm has 93 registered representatives and manages approximately $132.7 million in regulatory assets.
Wesbanco Securities, Inc.

135 W MAIN STREET

ST CLAIRSVILLE, OH 43950

$132.66M

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Carroll’s Registration & Firm History

WV

05/12/2023 - Present

Wesbanco Securities, Inc. (Weirton WV)

OH

03/24/2022 - 05/08/2023

THE HUNTINGTON INVESTMENT COMPANY (WINTERSVILLE OH)

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Licenses & Designations

IA

Issued 11/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/24/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brooke Megan Carroll.
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