Debra Gordon is a registered investment advisor at Wesbanco Securities, INC., based in Columbus, OH, with 24 years of industry experience. Debra 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
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2000 W Henderson Rd Suite 100, Columbus, OH, 43220
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Regulatory History (2)
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Customer Dispute
November 2007Closed-No Action
Customer Dispute
October 2007Closed-No Action
Other Business Activities
Debra will be selling asset allocation and managed accounts through WT&IS, a division of Wesbanco Bank. This activity takes a few hours per week.
Employment History
Current Registrations
Wesbanco Securities, INC.
April 2009 - Present · 17 yrs
Wesbanco Securities, INC.Broker
March 2009 - Present · 17 yrs 1 mo
Previous Registrations
Amtrust Investment Services, INC.
August 2001 - March 2009 · 7 yrs 7 mos
Amtrust Investment Services, INC.Broker
June 2001 - March 2009 · 7 yrs 9 mos
Quick & Reilly, INC.Broker
May 2001 - July 2001 · 2 mos
State Registrations7 states
FLINKYOHTNTXWV
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.