Mark Philpott (CRD# 1611585) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 36 years of experience in the finance industry.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wesbanco Securities, Inc. | Mount Washington, KY | Feb 2023 - Current | 1 |
| Wesbanco Securities, Inc. | Shepherdsville, KY | Jul 2021 - Feb 2023 | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | May 2020 - Jul 2021 | 1 |
| Cuna Mutual Group | Waverly, IA | May 2020 - Jul 2021 | 1 |
| Wesbanco Securities Inc. | Frankfort, KY | Aug 2019 - May 2020 | < 1 |
| Four Roses | Lawrenceburg, KY | Feb 2019 - Aug 2019 | < 1 |
| Unemployed | Louisville, KY | Oct 2018 - Feb 2019 | < 1 |
| Pnc Investments, LLC | Pittsburgh, PA | Oct 2017 - Oct 2018 | 1 |
| Unemployed | Louisville, KY | Apr 2017 - Oct 2017 | < 1 |
| Pnc Investments, LLC | Pittsburgh, PA | Dec 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- KY
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts778ACCOUNTS
-
Average Account Value$170,516
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, DC, FL, HI, IL, IN, KY, MD, MI, NC, NJ, OH, PA, SC, TN, TX, UT, VA, VI, WA, WV
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