Rose Wilson
Rose Wilson is a registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 25 years of industry experience. Rose 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
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV, 26003
Get directionsHistory
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
Rose makes and sells crafts, donating some for animal welfare, and is the co-chair of a non-profit organization supporting owners of cats with FELV or FIV. Rose is also associated with WesBanco Insurance Services, Inc.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Previous Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations7 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.