linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin M Davis

Wesbanco Securities, Inc.

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

About Kevin M Davis

Kevin Davis is a registered representative with Wesbanco Securities, Inc. and has been in the financial services industry since 2009. Kevin has experience in the securities industry, having previously worked at Morgan Stanley, J.P. Morgan Securities LLC, Fifth Third Securities, Inc., LPL Financial LLC, BB&T Investment Services, Inc. and Edward Jones. Kevin has a Series 66, Series 7, and SIE license. Kevin's office is located in Lawrenceburg, Kentucky, where Kevin provides financial planning and portfolio management services.

Firm Information

Kevin Davis 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.

Kevin Davis’s Registration & Firm History

KY

08/17/2021 - Present

Wesbanco Securities, Inc. (Lawrenceburg KY)

KY

11/20/2019 - 06/18/2021

MORGAN STANLEY (LOUISVILLE KY)

KY

07/22/2016 - 09/17/2019

J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)

KY

07/11/2014 - 06/20/2016

FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)

KY

06/26/2013 - 07/15/2014

LPL FINANCIAL LLC (SOMERSET KY)

KY

05/10/2011 - 06/25/2013

BB&T INVESTMENT SERVICES, INC. (LOUISVILLE KY)

KY

06/25/2009 - 05/12/2011

EDWARD JONES (LOUISVILLE KY)

NY

07/08/2004 - 10/25/2004

AXA ADVISORS, LLC (NEW YORK NY)

Not sure if Kevin M Davis is right for you?

Licenses & Designations

BOTH

Issued 07/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin M Davis. Review regulatory record here.
Not sure if Kevin M Davis is right for you?