Paul Curnes
Paul Curnes is a registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 26 years of industry experience. Paul 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
2207 National Rd, Wheeling, WV, 26003
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Paul sells fixed insurance products, annuities, long-term care, and life insurance, dedicating nearly all of his time to this activity. He also has the ability to sell WTIS products to clients of Wesbanco Bank & Trust & Investment Services, taking minimal time, and works as a baseball umpire and adjunct faculty member at Wheeling Jesuit University.
Employment History
Current Registrations
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
State Registrations18 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.