Debra Gordon
Debra Gordon is a registered investment advisor at Wesbanco Securities, INC., based in Columbus, OH, with 24 years of industry experience. Debra 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
2000 W Henderson Rd Suite 100, Columbus, OH, 43220
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2007Customer Dispute
October 2007Other 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.
Wesbanco Securities, INC.Broker
Previous Registrations
Amtrust Investment Services, INC.
Amtrust Investment Services, INC.Broker
Quick & Reilly, INC.Broker
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.
Exams
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