James Robert Herberger
Investment adviser representative at Wesbanco Securities, Inc.
10 yearsExperience
2 statesRegistered in
$285.9MFirm assets
5 yearsFirm in business
Are you James Robert Herberger? Claim your profile
Contact this firm
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
10 years in the industry.
- Wesbanco Securities, Inc.Nov 2025 to now
- The Huntington Investment CompanyJul 2019 to now
- The Huntington Investment CompanyOct 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 5890583
- Firm CRD
- 43276