James Conner is a registered investment advisor at Wesbanco Securities, INC., based in Parkersburg, WV, with 18 years of industry experience. James 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
260 Gihon Village, Parkersburg, WV, 26101
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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 Activities
James is a guest speaker at various churches since 2020, a ministry business. He spends minimal time on this activity.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
State Registrations1 state
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