linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Robert McGinley

Wesbanco Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Robert McGinley

David McGinley is a financial professional with over 13 years of experience in the industry. David is currently registered with Wesbanco Securities, Inc. David is licensed to provide investment advice in Kentucky, Ohio, Pennsylvania, and Texas. David has a strong background in providing financial planning and portfolio management services to both individuals and high-net-worth clients.

Firm Information

David McGinley 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David McGinley’s Registration & Firm History

PA

06/29/2021 - Present

Wesbanco Securities, Inc. (ZELIENOPLE PA)

PA

11/01/2010 - 07/06/2015

CITIZENS SECURITIES, INC. (AMBRIDGE PA)

PA

05/28/2010 - 10/19/2010

ESSEX NATIONAL SECURITIES, INC. (PITTSBURGH PA)

PA

10/09/2009 - 06/02/2010

UVEST FINANCIAL SERVICES GROUP, INC. (HOMESTEAD PA)

PA

09/04/2009 - 09/22/2009

LPL FINANCIAL CORPORATION (PITTSBURGH PA)

PA

09/03/2007 - 09/08/2009

NATCITY INVESTMENTS, INC. (PITTSBURGH PA)

Not sure if David Robert McGinley is right for you?

Licenses & Designations

IA

Issued 05/25/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/01/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Robert McGinley.
Not sure if David Robert McGinley is right for you?