Deborah Moses, financial advisor Wexford PA
93 score

Deborah Moses

CRD Number: 4536299
Current Firm: Mckinley Carter Wealth Services, Inc.

Deborah Moses (CRD# 4536299) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wexford, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Mckinley Carter Wealth Services, Inc. Wheeling, WV Feb 2012 - Current 4
Keystone Investment Advisors, LLC Wexford, PA Jan 2010 - Mar 2012 2
Fifth Third Bank Pittsburgh, PA Dec 2007 - Dec 2009 2
Networth Investment Advisors, Inc. Mcmurray, PA Jan 2002 - Dec 2007 5
Powerlink Pittsburgh, PA Aug 2001 - Jun 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Deborah A. Moses
Phone Number: 304-230-2400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    828
    MILLIONS
  • Total Number of Accounts
    2,004
    ACCOUNTS
  • Average Account Value
    $413,268
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

FL, LA, MD, NC, NJ, OH, PA, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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