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CL
CL
Chad L. Lino
Wesbanco Securities, INC.
19 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Insurance Planning
Real Estate Investing
Wesbanco Securities, INC.
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)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Customer Dispute
March 2017
Denied
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How to Read Disclosures
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 LLC
Broker
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 Registrations
5 states
FL
NY
OH
PA
SC
Advisor
Broker
Both
Exams
No exam information available for this advisor.