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Arthur Hughes

Advisor at Wesbanco Securities, Inc.

Updated today

Location

New Castle, PA 16101

Credentials

Series 63, Series 65

Industry experience

4 years

About

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Client services

Based on Wesbanco Securities, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Wesbanco Securities, Inc.

Options & derivatives strategies ESG / Sustainable investing

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Fee options

Percentage

$0 - $499,999: 2.00% $500,000 - $1,999,999.99: 1.50% $2,000,000+: 1.00%

Commissions

Financial advisors receive commissions as Registered Representatives for securities and insurance products; commissions are separate from advisory fees.

Other

Account minimum: $50,000

Location

2731 Ellwood Rd

New Castle, PA 16101

Most active in

Pennsylvania

Work history

WesBanco Securities Inc.

2019 - Present (7 years)

WesBanco Bank

2016 - 2023 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William M

Series 63, Series 65

New Castle, PA

Bill Messner Contrarian Investment Advisory, LLC

William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement plans.

Cash flow / budgeting Passive / index investing
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Simonae L

Series 66

New Castle, PA

Storehouse Investments LLC

Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.

Founder/Business Owner
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Garrett B

Series 66

Zelienople, PA

Centauri Advisory Group, Inc.

Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and First Commonwealth Bank. Outside of his advisory role, Garrett serves as COO of Checkmate Rentals and is an active property and casualty insurance agent. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach with a core–satellite portfolio structure and integrates estate, tax, longevity, insurance, and income-optimization planning using managed model portfolios and third-party money managers.

Income planning General retirement planning Annuities Tax strategies for small businesses
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Series 65

New Wilmington, PA

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Corey Kendall is a financial advisor at Hyco River Investments, Incorporated with a Series 65 designation and over a decade of experience in the industry. He has been associated with his own practice, Corey S. Kendall, CPA, since 2012 and previously worked with FON Management / DON Services for eleven years. Hyco River Investments, Incorporated is an SEC-registered investment adviser that serves a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, corporations, and non-U.S. governmental entities. The firm employs a fundamental investment approach focusing on asset allocation, risk/return analysis, and due diligence, managing discretionary custodied accounts and providing advisory oversight for held-away assets.

Annuities
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Kevin P

ChFC®, Series 63

Zelienople, PA

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Kevin Phillis is a ChFC® with 42 years of industry experience, currently serving at Centauri Advisory Group, Inc. He has been with Trustmont Financial Group, Inc. since 2007. Outside of his advisory role, he is a part-owner of an insurance company and is involved in selling property and casualty insurance as well as fixed-rate annuities. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach using a core–satellite structure and integrates estate, tax, longevity, insurance, and income-optimization planning with access to pre-selected third-party money managers.

Income planning General retirement planning Annuities Tax strategies for small businesses
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Tyler F

Series 65

Zelienople, PA

Centauri Advisory Group, Inc.

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Income planning General retirement planning Annuities Tax strategies for small businesses
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