Howard Joseph Bertram
Investment adviser representative at Wesbanco Securities, Inc.
20 yearsExperience
7 statesRegistered in
ChFC®, CFP® certificationDesignations
$285.9MFirm assets
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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
20 years in the industry.
- Wesbanco BankFeb 2012 to now
- Wesbanco Securities, Inc.Jan 2006 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 7 states (DC, FL, KY, OH, PA, VA, WV).
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
- 4746325
- Firm CRD
- 43276