Loren
Glaser

Wesbanco Securities, Inc

CRD#2862754
Investment Advisor
in Bowie, MD

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About this Advisor

Loren Glaser is a financial advisor based in Bowie, Maryland, working with Wesbanco Securities, Inc. Loren has previously held positions at Suntrust Bank, Suntrust Investment Services, Inc, Bank Of America, N.A, Wesbanco Bank, Wesbanco Securities, Inc, Suntrust Investment Services, LLC, Bbtis, Bbtsec, Bb&T, and Merrill Lynch, Pierce, Fenner & Smith Inc. Loren has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Loren is part of Wesbanco Securities, Inc, which operates out of Bowie, Maryland. The firm has 20 offices and 103 employees. The firm manages assets totaling $132.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wesbanco Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1525 Pointer Ridge Place
Bowie, MD 20716

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Wesbanco Securities, Inc Brokerage Details

Total Assets Under Management

$132,661,186

MD Average: $2,106,341,625
Total Number of Employees

103

MD Average: 34
Total Number of Accounts

778

MD Average: 1,972
Average Account Size

$170,516

MD Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Loren Glaser Work History

2021 - Present (4 years)

Wesbanco Bank

2021 - Present (4 years)

Wesbanco Securities, Inc

2020 - 2021 (1 year)

Bank Of America, N.A

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Bb&T

2018 - 2020 (2 years)

Bbtis

2018 - 2020 (2 years)

Bbtsec

2018 - 2019 (1 year)

Bb&T

2016 - 2018 (2 years)

Suntrust Investment Services, LLC

2012 - 2018 (6 years)

Suntrust Bank

2012 - 2018 (6 years)

Suntrust Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Loren Glaser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wesbanco Securities, Inc

Perry Reynolds
Wheeling, WV
Joshua Damron
Wheeling, WV
Arthur Hughes
Ellwood City, PA
Paul Curnes
Wheeling, WV
Brooke Carroll
Weirton, WV
Adam Morris
Wheeling, WV
Kevin Davis
Wheeling, WV
Vicki Wiley
Wheeling, WV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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