Cullen Wesley Dalton
Investment adviser representative at Wesbanco Securities, Inc.
12 yearsExperience
2 statesRegistered in
$285.9MFirm assets
5 yearsFirm in business
Are you Cullen Wesley Dalton? 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
12 years in the industry.
- Wesbanco Securities, Inc.Jul 2023 to now
- Wesbanco Bank Inc.Jan 2017 to Jun 2026
- Steak N ShakeJul 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7785718
- Firm CRD
- 43276