DG

Debra Lynn Gordon

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M

Fee Structure

Brian Tussing may earn insurance commissions for the sale of insurance products, which may create a conflict of interest. All advisory compensation is paid by clients directly.

Areas of Practice
Insurance PlanningReal Estate Investing
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Advisor Information

Office location

2000 W Henderson Rd Suite 100, Columbus, OH, 43220

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2007
Closed-No Action
Customer Dispute
October 2007
Closed-No Action
Other Business Activities

Debra will be selling asset allocation and managed accounts through WT&IS, a division of Wesbanco Bank. This activity takes a few hours per week.

Employment History
Current Registrations
Wesbanco Securities, INC.
April 2009 - Present · 16 yrs 9 mos
Wesbanco Securities, INC. Broker
March 2009 - Present · 16 yrs 10 mos
Previous Registrations
Amtrust Investment Services, INC.
August 2001 - March 2009 · 7 yrs 7 mos
Amtrust Investment Services, INC.Broker
June 2001 - March 2009 · 7 yrs 9 mos
Quick & Reilly, INC.Broker
May 2001 - July 2001 · 2 mos
State Registrations7 states
FLINKYOHTNTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Debra Lynn Gordon - Financial Advisor | AdvisorDiscover