CE
Christopher A. Egli
WESBANCO SECURITIES
Bowling Green, OH 43402
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CRD#: 3241916
CE
Professional summary
Christopher Allen Egli is a registered financial advisor currently at WESBANCO SECURITIES, INC. located in Bowling Green, Ohio.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 7/2021- Premier Wealth Financial Services- DBA for LPL Business (entity for LPL business) -inv related- at reported business location(s) 2) 7/2021- FIRST INSURANCE GROUP (A PREMIER FINANCIAL COMPANY)- Non-Variable Insurance- Agent- inv. related- DEFIANCE OH- 40hrs/mth 3) 7/2021- Premier Bank - Trust- Financial Institution Duty/Advisor- Inv. Related- DEFIANCE OH -start date 7/2021- 5hrs/mth
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Allen Egli's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Christopher Allen Egli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 3, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 1226 West Wooster St., Bowling Green, OH 43402Office #2: 417 West Dussel Dr., Maumee, OH 43537Office #3: 22020 West State Route 51, Genoa, OH 43430Office #4: 3426 Navarre Ave., Oregon, OH 43616Office #5: 1077 Louisiana Ave., Perrysburg, OH 43551RIA
BD
CRD#: 43276
Bowling Green, OH
Current
September 2, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 1226 West Wooster St., Bowling Green, OH 43402Office #2: 417 West Dussel Dr., Maumee, OH 43537Office #3: 22020 West State Route 51, Genoa, OH 43430Office #4: 3426 Navarre Ave., Oregon, OH 43616Office #5: 1077 Louisiana Ave., Perrysburg, OH 43551RIA
BD
CRD#: 43276
Bowling Green, OH
Past
July 1, 2021 - September 3, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
MAUMEE, OH
Past
July 1, 2021 - September 3, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
MAUMEE, OH
Past
November 30, 2012 - July 1, 2021
MONEY CONCEPTS CAPITAL CORP
RIA
CRD#: 12963
DEFIANCE, OH
Past
November 29, 2012 - July 1, 2021
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
DEFIANCE, OH
Past
February 13, 2007 - November 20, 2012
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
MAUMEE, OH
Past
February 12, 2007 - November 20, 2012
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
MAUMEE, OH
Past
December 16, 2005 - February 7, 2007
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
MONROEVILLE, PA
Past
November 21, 2005 - February 7, 2007
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
MONROEVILLE, PA
Past
August 20, 1999 - November 9, 2005
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
COLUMBUS, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/30/2025)
IAR
Florida(10/1/2025)
RR
Michigan(9/2/2025)
IAR
Michigan(9/9/2025)
RR
Ohio(9/2/2025)
IAR
Ohio(9/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
135 West Main St, St Clairsville, OH 43950
Mailing Address
1 Bank Plaza, Wheeling, WV 26003
Phone number
(304) 905-7215
Established
Ohio since 10/03/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
100
SEC notice filing (25 States and Territories)
FINRA licenses (28 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WESBANCO INC. | OWNER | |
| CONNER, JAMES LEROY | FINOP | 5339285 |
| GARDILL, JAMES C | COUNSEL | |
| JACKSON, JEFF | DIRECTOR | 7692472 |
| LOVE, SCOTT ALAN | DIRECTOR | 2854247 |
| LUZAR, JAY MICHAEL | DIRECTOR | |
| PERKINS, MICHAEL L | DIRECTOR | 7531438 |
| STAVSKY, LISA FINKELSTEIN | DIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO | 1749197 |
| WILSON, ROSE LYNN | CCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR | 4072715 |
| ZATTA, JAY | DIRECTOR | 7693273 |
Regulatory assets under management
| Total Number of Accounts | 850 |
| AUM (Assets Under Management) | $ 166,458,070 |
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WESBANCO SECURITIES, INC.
CRD#: 43276Bowling Green, OH 43402TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
