HB
CFP · ChFC
HB
CFP · ChFC

Howard Joseph Bertram

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningReal Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M
Loading...

Location

2207 National Rd, Wheeling, WV, 26003

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Howard sells SMAs and asset allocation through the trust department, spending minimal time on this activity. He also sells life insurance and fixed annuities, dedicating nearly all of his time to this.

Employment History
Current Registrations
Wesbanco Securities, INC.Broker
January 2006 - Present · 20 yrs 1 mo
Wesbanco Securities, INC.
January 2006 - Present · 20 yrs 1 mo
Previous Registrations
AXA Advisors, LLC
February 2005 - October 2005 · 8 mos
AXA Advisors, LLCBroker
February 2004 - October 2005 · 1 yr 8 mos
State Registrations20 states
CACODCFLGAILINKYMINCNMNVOHPASCTNTXUTVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.