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Robert Dummer

Investment adviser representative at Wesbanco Securities, Inc.
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Wesbanco Securities, Inc.Oct 2021 to now
  2. Wesbanco Bank IncOct 2021 to now
  3. Gordon ShoesJul 2014 to now
  4. Citizens BankMar 2020 to Oct 2021
  5. Citizens Securities, IncDec 2016 to Oct 2021
  6. Citisens BankJul 2015 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
6738367
Firm CRD
43276
Advisor's SEC record (opens in a new tab)
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