DE
DE

Drew Adam Ecklund

19 Years of Experience
Broker
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

1 Bank Plaza, 5th Floor, 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 Activities

Drew is a VP & Business Development Officer Team Lead at WesBanco Trust and Investment Services, a department of WesBanco Bank, Inc. This employment is investment-related and occupies nearly all of his business hours.

Employment History
Current Registrations
Wesbanco Securities, INC.
January 2022 - Present · 4 yrs 1 mo
Wesbanco Securities, INC.Broker
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
LPL Financial LLC
October 2017 - April 2018 · 6 mos
LPL Financial LLCBroker
October 2017 - April 2018 · 6 mos
Cetera Investment Services LLCBroker
December 2013 - October 2017 · 3 yrs 10 mos
Northwest Advisors, INC.
October 2011 - March 2017 · 5 yrs 5 mos
Obs Financial Services, INC.
October 2008 - November 2011 · 3 yrs 1 mo
Obs Brokerage Services, INC.Broker
October 2008 - December 2013 · 5 yrs 2 mos
Uvest Financial Services Group, INC.Broker
November 2007 - October 2008 · 11 mos
A. G. Edwards & Sons, INC.Broker
March 2005 - October 2007 · 2 yrs 7 mos
State Registrations2 states
PAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Drew Adam Ecklund - Financial Advisor | TrueAdvisor