Mckinley Carter Wealth Services, Inc.

Mckinley Carter Wealth Services, Inc. (CRD# 135184) is a financial advisory firm headquartered in Wheeling, WV. They manage $887,720,083 in 2,292 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    888
    MILLION
  • Total Number of Accounts
    2,292
    ACCOUNTS
  • Average Account Value
    $387,312
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mckinley Carter Wealth Services, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Jay Williams
CRD#: 6308208
129 Summers Street, Suite 200, Charleston, WV 25301
100
Wealthminder
score

John H "Jay" Williams (CRD# 6308208) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 5 years of experience in the finance industry.

2
David H. McKinley
CRD#: 2502011
2100 Market Street, Wheeling, WV 26003
96
Wealthminder
score

David McKinley (CRD# 2502011) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 23 years of experience in the finance industry. David McKinley 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.

3
Steven A. Tardy
CRD#: 5693336
129 Summers Street, Suite 200, Charleston, WV 25301
96
Wealthminder
score

Steven Tardy (CRD# 5693336) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 8 years of experience in the finance industry.

4
William W. Carter
CRD#: 4377462
2100 Market Street, Wheeling, WV 26003
93
Wealthminder
score

William Carter (CRD# 4377462) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 13 years of experience in the finance industry.

5
Arthur L. Crimmins
CRD#: 5190818
2100 Market Street, Wheeling, WV 26003
93
Wealthminder
score

Arthur Crimmins (CRD# 5190818) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 12 years of experience in the finance industry.

6
Bradley M. Foster
CRD#: 5137686
135 Summers Street, Suite 100, Charleston, WV 25301
93
Wealthminder
score

Bradley Foster (CRD# 5137686) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 5 years of experience in the finance industry.

7
Dino A. Giovannone
CRD#: 1216080
2100 Market Street, Wheeling, WV 26003
93
Wealthminder
score

Dino Giovannone (CRD# 1216080) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 34 years of experience in the finance industry.

8
Emma J. Lawson
CRD#: 2272523
2100 Market Street, Wheeling, WV 26003
93
Wealthminder
score

Emma Lawson (CRD# 2272523) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 25 years of experience in the finance industry.

9
Teresa E. Michaels
CRD#: 5592449
2100 Market Street, Wheeling, WV 26003
93
Wealthminder
score

Teresa Michaels (CRD# 5592449) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 7 years of experience in the finance industry.

10
Deborah A. Moses
CRD#: 4536299
100 Bradford Road, Suite 400, Wexford, PA 15090
93
Wealthminder
score

Deborah Moses (CRD# 4536299) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wexford, PA and has over 7 years of experience in the finance industry.

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