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Christopher Walter

Wesbanco Securities, INC.
32 Years of Experience
Wheeling, WV
5 DisclosuresBroker
View SEC Summary
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Christopher Walter is a registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 32 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,627 clients with $290M in assets under management.

Wesbanco Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
1,627 clients
Average Client Portfolio
$176K average
Assets Under Management
$285.9M

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. Third-party manager programs such as BNY Mellon Advisors use this same fee schedule, while separate BNY Mellon or SEI programs may have their own program fees and minimum investments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV, 26003

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History

Regulatory History (5)
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. Learn how to evaluate them.
Financial
August 2024
Final
Financial
July 2023
Final
Judgment / Lien
October 2021
Judgment / Lien
April 2019
Employment Separation After Allegations
July 2011
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is a contractor for Allstate as a "Rescuer" since December 2022, helping people with car issues on the road. He works weekends and holidays and is paid per completed activity.

Employment History
Current Registrations
Wesbanco Securities, INC.
February 2022 - Present · 4 yrs 8 mos
Wesbanco Securities, INC.Broker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - September 2019 · 3 yrs
Suntrust Investment Services, INC.
December 2014 - December 2016 · 2 yrs
Suntrust Investment Services, INC.Broker
December 2014 - September 2019 · 4 yrs 9 mos
Wells Fargo Advisors, LLC
December 2012 - December 2014 · 2 yrs
Wells Fargo Advisors, LLCBroker
December 2012 - December 2014 · 2 yrs
United Brokerage Services, INCBroker
September 2011 - December 2012 · 1 yr 3 mos
United Brokerage Services INC
September 2011 - December 2012 · 1 yr 3 mos
Primevest Financial Services, INC.
November 2007 - August 2011 · 3 yrs 9 mos
Primevest Financial Services, INC.Broker
November 2007 - August 2011 · 3 yrs 9 mos
Ifmg Securities, INC.
July 2003 - November 2007 · 4 yrs 4 mos
Ifmg Securities, INC.Broker
February 2003 - November 2007 · 4 yrs 9 mos
Invest Financial Corporation
July 2001 - February 2003 · 1 yr 7 mos
Invest Financial CorporationBroker
June 2001 - February 2003 · 1 yr 8 mos
M&t Securities, INC.Broker
October 2000 - June 2001 · 8 mos
Keystone Brokerage, LLCBroker
June 2000 - October 2000 · 4 mos
Bgs&g Investment Services, INC.Broker
December 1999 - June 2000 · 6 mos
Keystone Brokerage, INC.Broker
March 1998 - November 1999 · 1 yr 8 mos
First Maryland Brokerage CorporationBroker
May 1995 - March 1998 · 2 yrs 10 mos
Robert Thomas Securities, INCBroker
March 1995 - April 1995 · 1 mo
Invest Financial CorporationBroker
April 1994 - March 1995 · 11 mos
Guardian Investor Services CorporationBroker
December 1992 - April 1994 · 1 yr 4 mos
F.N. Wolf & CO., INC.Broker
April 1992 - May 1992 · 1 mo
State Registrations4 states
MDPAVAWV
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.
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