James O'brienCRD 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.
Anthony Investment Management, LLC
Security Capital Management
Founders Financial Alliance, LLC
|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|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.