DF
CFP
DF
CFP

Deborah Ferdon

48 Years of Experience
Wheeling, WV

Deborah Ferdon is a CFP-designated registered investment advisor at Wesbanco Investment Department, based in Wheeling, WV, with 48 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 6 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$868.5M
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Location

1 Bank Plaza, Fifth Floor, Wheeling, WV, 26003-3565

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Deborah serves as the Chief Compliance Officer for Wesbanco Investment Department, Wesmark Funds, and Wesbanco Trust and Investment Services. This role consumes nearly all of Deborah's time.

Employment History
Current Registrations
Wesbanco Investment Department
October 2004 - Present · 21 yrs 6 mos
Previous Registrations
Wesbanco Securities, INC.Broker
October 2004 - October 2019 · 15 yrs
Natcity Investments, INC.
August 2004 - October 2004 · 2 mos
Provident Investment Advisors INC
August 2004 - October 2004 · 2 mos
Red Capital Markets, INC.Broker
January 2001 - October 2004 · 3 yrs 9 mos
Sunamerica Securities, INC.Broker
September 1998 - February 2001 · 2 yrs 5 mos
Abn Amro Investment Services, INC.Broker
July 1998 - August 1998 · 1 mo
Standard Brokerage Services, INC.Broker
November 1996 - July 1998 · 1 yr 8 mos
Carillon Investments, INC.Broker
February 1995 - September 1995 · 7 mos
Commerce Brokerage Services, INC.Broker
January 1992 - July 1994 · 2 yrs 6 mos
Marketing One Securities, INC.Broker
August 1987 - January 1992 · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
September 1985 - July 1987 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1979 - September 1985 · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
November 1975 - November 1979 · 4 yrs
State Registrations1 state
WV
Advisor

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.
Deborah Ferdon - Financial Advisor | TrueAdvisor