Karen Quinn Watson
Investment adviser representative at Wesbanco Securities, Inc.
9 yearsExperience
2 statesRegistered in
$285.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Wesbanco Securities, Inc.Nov 2018 to now
- Wesbanco Bank, IncNov 2018 to Jan 2024
- PNC BankAug 2015 to Oct 2018
- PNC InvestmentsAug 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IN, KY).
Wesbanco Securities, Inc.
$285.9MAssets managed
1,627Clients
51Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2565812
- Firm CRD
- 43276