David Mcginley is a registered investment advisor at Wesbanco Securities, INC., based in Zelienople, PA, with 18 years of industry experience. David 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
251 S Main St, Zelienople, PA, 16063
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Regulatory History
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
David solicits trust services to clients through Wesbanco Trust & Investment Services, dedicating minimal time. He also solicits life insurance and fixed annuities to clients through Wesbanco Securities, Inc., which takes about a quarter of his time.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
LPL Financial CorporationBroker
Natcity Investments, INC.Broker
State Registrations9 states
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.