Wheeling, WV 2207 National Rd Office

Team
Updated today

Client AUM

$285,875,773

Clients

1,627

Advisors

5

Of 51 advisors across 25 offices

Location

2207 National Rd

Wheeling WV 26003

Advisors at this office

5

Advisors at this office

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James S

Series 63, Series 66

Wheeling, WV

Wesbanco Securities, Inc.

James Starcher is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with WesBanco Securities in various roles since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors. The firm offers a range of investment solutions including wrap-fee programs and third-party managed accounts, employing multiple analytical methods and strategies while maintaining a bank-affiliated, multi-team advisory structure.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Vicki K

Series 63, Series 65

Wheeling, WV

Wesbanco Securities, Inc.

Vicki Korinko is a financial advisor at WesBanco Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors, Inc. from 2015 to 2020. Outside of her advisory role, she is involved in online sales of a medical device aimed at improved health as an independent contractor. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of investment solutions including wrap-fee programs and third-party managed accounts, employing analytical methods ranging from fundamental to technical and incorporating tax-aware and ESG models within its platform.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Cullen D

Series 65, Series 63

Wheeling, WV

Wesbanco Securities, Inc.

Cullen Dalton is a financial advisor with WesBanco Securities, Inc. based in Wheeling, WV. He holds the Series 65 and Series 63 designations and has three years of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank Inc. for nine years and has experience in the food service industry with Steak N Shake. WesBanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm emphasizes tailored investment strategies based on client objectives and risk tolerance, utilizing various analysis methods and third-party program sponsors for implementation and custody.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Paul C

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Paul Curnes is a financial advisor at WesBanco Securities, Inc. with 26 years of industry experience. He holds the Series 66 designation and has been with WesBanco Securities since 2014. Outside of his advisory role, he works as a baseball umpire and serves as an adjunct faculty member at Wheeling Jesuit University. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee and third-party managed solutions, employing a mix of analytical methods and strategies while maintaining a primarily nondiscretionary client approach.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Brooke C

CFP®, Series 65, Series 63

Wheeling, WV

Wesbanco Securities, Inc.

Brooke Carroll is a CFP® professional at WesBanco Securities, Inc. with four years of industry experience. Prior to joining WesBanco Securities in 2023, Brooke held positions at Huntington National Bank and The Huntington Investment Company. Outside of finance, Brooke also worked in the restaurant industry. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through a range of wrap-fee and third-party managed programs, emphasizing tailored strategies based on client objectives, risk tolerance, and time horizon.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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