Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. (CRD# 135184) is a financial advisory firm headquartered in Wheeling, WV. They manage $2,260,993,682 in 5,211 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management2,261MILLION
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Total Number of Accounts5,211ACCOUNTS
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Average Account Value$433,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
John H "Jay" Williams (CRD# 6308208) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 9 years of experience in the finance industry.
Julie Brown (CRD# 6261567) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 10 years of experience in the finance industry.
Christopher Buck (CRD# 2625902) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 24 years of experience in the finance industry.
William Carter (CRD# 4377462) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 19 years of experience in the finance industry.
Chelsea Clegg (CRD# 6584645) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 8 years of experience in the finance industry.
Arthur Crimmins (CRD# 5190818) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 18 years of experience in the finance industry.
Joel Estes (CRD# 5715898) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Dayton, OH and has over 12 years of experience in the finance industry.
Nicole Gabriel (CRD# 6572927) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wexford, PA and has over 8 years of experience in the finance industry.
Monica Garver (CRD# 2913221) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 25 years of experience in the finance industry.
Dino Giovannone (CRD# 1216080) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 40 years of experience in the finance industry.