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Tracy Lynn Butterfield

Wesbanco Securities, Inc.

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About Tracy Lynn Butterfield

Tracy Lynn Butterfield is a registered representative with Wesbanco Securities, Inc. located in Wheeling, WV. Tracy has been in the industry since February 27, 2000. Tracy holds the Series 6, 7, and SIE licenses and is registered in Ohio, Pennsylvania, and West Virginia. Tracy previously worked at MULTI-FINANCIAL SECURITIES CORPORATION and VESTAX SECURITIES CORPORATION.

Firm Information

Tracy Butterfield 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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Tracy Butterfield’s Registration & Firm History

WV

05/11/2007 - Present

Wesbanco Securities, Inc. (WHEELING WV)

PA

01/01/2004 - 04/13/2007

MULTI-FINANCIAL SECURITIES CORPORATION (CANONSBURG PA)

OH

02/01/2000 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

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Licenses & Designations

BC

Issued 02/13/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/31/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Lynn Butterfield.
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