DM

David Robert Mcginley

18 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

251 S Main St, Zelienople, PA, 16063

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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

David solicits trust services to clients through Wesbanco Trust & Investment Services, dedicating minimal time. He also solicits life insurance and fixed annuities to clients through Wesbanco Securities, Inc., which takes about a quarter of his time.

Employment History
Current Registrations
Wesbanco Securities, INC. Broker
July 2015 - Present · 10 yrs 6 mos
Wesbanco Securities, INC.
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
Citizens Securities, INC. Broker
November 2010 - July 2015 · 4 yrs 8 mos
Citizens Securities, INC.
November 2010 - July 2015 · 4 yrs 8 mos
Essex National Securities, INC.
June 2010 - October 2010 · 4 mos
Essex National Securities, INC.Broker
May 2010 - October 2010 · 5 mos
Uvest Financial Services Group, INC.
May 2010 - June 2010 · 1 mo
Uvest Financial Services Group, INC.Broker
October 2009 - June 2010 · 8 mos
LPL Financial Corporation Broker
September 2009 - September 2009 · 0 mos
Natcity Investments, INC.Broker
September 2007 - September 2009 · 2 yrs
State Registrations9 states
AZFLKYNCOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.