Gregory Grant Simons
Investment adviser representative at Wesbanco Securities, Inc.
15 yearsExperience
4 statesRegistered in
$285.9MFirm assets
5 yearsFirm in business
Are you Gregory Grant Simons? 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
15 years in the industry.
- Wesbanco Securities, Inc.Sep 2024 to now
- Wesbanco Bank Inc.Feb 2024 to Apr 2025
- IntuitDec 2021 to May 2024
- Truist BankMay 2021 to Feb 2024
- Inspire Closing ServicesFeb 2021 to Apr 2022
- Pacs FurnitureDec 2017 to Feb 2021
- Mcclaffertys PubAug 2010 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (MD, OH, PA, 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
- 7991453
- Firm CRD
- 43276