David Reynolds
David Reynolds is a registered investment advisor at Wesbanco Securities, INC., based in Sheperdsville, KY, with 28 years of industry experience. David 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.
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. 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
Location
395 N Buckman St, Sheperdsville, KY, 40165
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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 →Employment History
Current Registrations
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Quick & Reilly, INC.
PNC Investments LLC
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Fifth Third Securities, INC.Broker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations4 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.