James O'brien, financial advisor Wheeling WV

James O'brien

CRD Number: 7486998
Current Firm: Mckinley Carter Wealth Services, Inc.

James O'brien (CRD# 7486998) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has 1 year of experience in the finance industry.

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Founders Financial Alliance, LLC
Company Name Location Dates Years
Mckinley Carter Wealth Services Wheeling, WV Aug 2021 - Current < 1
Ogden Newspapers Inc. Wheeling, WV Jun 2019 - Jul 2021 2
Wheeling Jesuit University Wheeling, WV Dec 2018 - Jun 2019 < 1
Barnes & Noble College At West Virginia Northern Community Colle Wheeling, WV Oct 2015 - Dec 2018 3
Independent Tire Sales Inc. Wheeling, WV Jun 2013 - Oct 2015 2
Hatfields Morgantown, WV Aug 2012 - May 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for James M. O'brien
Phone Number: 304-230-2400
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    2,095
    MILLIONS
  • Total Number of Accounts
    4,807
    ACCOUNTS
  • Average Account Value
    $435,800
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, 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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