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Chad L. Lino

Wesbanco Securities, Inc.

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About Chad L. Lino

Chad Lino is a financial advisor with Wesbanco Securities, Inc. Chad has been a registered representative for over 15 years. Chad has Series 6, 7, 63, and 66 securities licenses. Chad is registered in the following states: Florida, New York, Ohio, Pennsylvania and South Carolina. Chad was previously registered with Infinex Investments, Inc. and LPL Financial LLC. Chad specializes in providing financial advice to individuals and other high-net-worth clients.

Firm Information

Chad Lino 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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Chad Lino’s Registration & Firm History

PA

08/23/2021 - Present

Wesbanco Securities, Inc. (PITTSBURGH PA)

PA

11/17/2015 - 11/21/2019

INFINEX INVESTMENTS, INC. (Pittsburgh PA)

PA

09/08/2009 - 12/03/2015

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

09/04/2007 - 09/08/2009

NATCITY INVESTMENTS, INC. (ERIE PA)

NJ

03/22/2006 - 08/21/2007

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 01/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chad L. Lino. Review regulatory record here.
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