Chelsea CleggCRD Number: 6584645
Current Firm: Mckinley Carter Wealth Services, Inc.
Chelsea Clegg (CRD# 6584645) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 6 years of experience in the finance industry. Chelsea Clegg 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.
Anthony Investment Management, LLC
Security Capital Management
Founders Financial Alliance, LLC
|Mckinley Carter Wealth Services, Inc.||Wheeling, WV||Oct 2014 - Current||7|
|United Bank||Bellaire, OH||Apr 2013 - Oct 2014||1|
|Lowe's Home Improvement||St. Clairsville, OH||Jun 2008 - Jun 2013||5|
|Captain Mcfinn, LLC||Youngstown, OH||Aug 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2016|
Total Assets Under Management2,095MILLIONS
Total Number of Accounts4,807ACCOUNTS
Average Account Value$435,800
- 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)
AL, AZ, CA, FL, GA, IL, IN, KY, LA, MA, MD, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
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