James O'brien (CRD# 7486998) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 2 years of experience in the finance industry.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mckinley Carter Wealth Services | Wheeling, WV | Aug 2021 - Current | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- WV
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Total Assets Under Management2,261MILLIONS
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Total Number of Accounts5,211ACCOUNTS
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Average Account Value$433,889
- 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)
- Other
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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