CL
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Chad L. Lino

19 Years of Experience
1 DisclosureBroker
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
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Location

1009 Perry Highway, Pittsburgh, PA, 15237

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History

Regulatory History (1)
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Customer Dispute
March 2017
Denied
Employment History
Current Registrations
Wesbanco Securities, INC.Broker
December 2019 - Present · 6 yrs 2 mos
Wesbanco Securities, INC.
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Infinex Investments, INC.
November 2015 - November 2019 · 4 yrs
Infinex Investments, INC.Broker
November 2015 - November 2019 · 4 yrs
LPL Financial LLC
January 2013 - December 2015 · 2 yrs 11 mos
LPL Financial LLCBroker
September 2009 - December 2015 · 6 yrs 3 mos
Natcity Investments, INC.Broker
September 2007 - September 2009 · 2 yrs
Pruco Securities, LLC.Broker
March 2006 - August 2007 · 1 yr 5 mos
State Registrations5 states
FLNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.