Chad Lino
Chad Lino is a registered investment advisor at Wesbanco Securities, INC., based in Pittsburgh, PA, with 20 years of industry experience. Chad 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
1009 Perry Highway, Pittsburgh, PA, 15237
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Employment History
Current Registrations
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
Natcity Investments, INC.Broker
Pruco Securities, LLC.Broker
State Registrations5 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
More Advisors
- Ralph Boyd, CFPAllegheny Financial Group
- Bradley Shermeto, CFPCwm, LLC
- Jennifer Hall, CFPLange Financial Group, LLC
- Arron Thompson, CFPEdward Jones
- Carrie Coghill, CFPKestra Advisory Services, LLC
- Joseph Kloecker, CFP