HB
CFP · ChFC

Howard Joseph Bertram

21 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

2207 National Rd, Wheeling, WV, 26003

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Howard sells SMAs and asset allocation through the trust department, spending minimal time on this activity. He also sells life insurance and fixed annuities, dedicating nearly all of his time to this.

Employment History
Current Registrations
Wesbanco Securities, INC. Broker
January 2006 - Present · 20 yrs
Wesbanco Securities, INC.
January 2006 - Present · 20 yrs
Previous Registrations
AXA Advisors, LLC
February 2005 - October 2005 · 8 mos
AXA Advisors, LLC Broker
February 2004 - October 2005 · 1 yr 8 mos
State Registrations20 states
CACODCFLGAILINKYMINCNMNVOHPASCTNTXUTVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Howard Joseph Bertram - Financial Advisor | AdvisorDiscover