DE
DE

Drew Ecklund

19 Years of Experience
Broker

Drew Ecklund is a registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 19 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $2.0M1.50%
$2M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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 3 mos
Wesbanco Securities, INC.Broker
April 2019 - Present · 7 yrs
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Drew Ecklund - Financial Advisor | TrueAdvisor