Kameron Smith, financial advisor Wheeling WV

Kameron Smith

CRD Number: 6103216
Current Firm: Mckinley Carter Wealth Services, Inc.

Kameron Smith (CRD# 6103216) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 9 years of experience in the finance industry. Kameron Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Parallel Advisors, LLC Dayton, OH Feb 2024 - Current < 1
Mckinley Carter Wealth Services Dayton, OH Sep 2020 - Feb 2024 3
Lifeplan Financial Group, Inc. Dayton, OH Jan 2013 - Sep 2020 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kameron T. Smith
Phone Number: 304-230-2400
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,905
    MILLIONS
  • Total Number of Accounts
    5,262
    ACCOUNTS
  • Average Account Value
    $362,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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