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Advisors / Pennsylvania / Beaver
10yrs

Robert Dummer

Financial advisor at Wesbanco Securities

Robert Dummer is a fiduciary financial advisor in Beaver, Pennsylvania, with 10 years in the industry. After two years at Citizens Securities, Robert joined Wesbanco Securities in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.

One of 62 advisors with offices in Beaver, and one of 60 fiduciaries.

Beaver, PA 15010Fiduciary advisor

At a glance

Experience10 years (since 2017)
How that compares ?10 years in the industry
Office701 Corporation Street, Beaver, PA 15010
How the firm is paid ?Percent of assets
Typical client at the firm ?$175,707
Advisors at the firm51
States licensed ?1 state

Services through Wesbanco Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. Mar 2020 – Oct 2021

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Wesbanco Securities at (800) 368-3369 and ask for Robert Dummer. Robert works from the Beaver, PA office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2017, about 10 years. 10 years in the industry.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Wesbanco Securities reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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