Mckinley Carter Wealth Services, Inc.

Mckinley Carter Wealth Services, Inc. (CRD# 135184) is a financial advisory firm headquartered in Wheeling, WV. They manage $828,188,078 in 2,004 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    828
    MILLION
  • Total Number of Accounts
    2,004
    ACCOUNTS
  • Average Account Value
    $413,268
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 24 top financial advisors.
1
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 22 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.

2
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 12 years of experience in the finance industry.

3
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 11 years of experience in the finance industry.

4
Rodrigo Diaz
CRD#: 2387578
100 Bradford Road, Suite 400, Wexford, PA 15090
93
Wealthminder
score

Rodrigo Diaz (CRD# 2387578) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wexford, PA and has over 23 years of experience in the finance industry.

5
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 3 years of experience in the finance industry.

6
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 32 years of experience in the finance industry.

7
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 23 years of experience in the finance industry.

8
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 6 years of experience in the finance industry.

9
David P. Nolan
CRD#: 704985
135 Summer Street, Suite 100, Charleston, WV 25301
93
Wealthminder
score

David Nolan (CRD# 704985) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 36 years of experience in the finance industry.

10
Kara L. Rogers
CRD#: 4136045
515 Market Street, Suite 2000, Parkersburg, WV 26101
93
Wealthminder
score

Kara Rogers (CRD# 4136045) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Parkersburg, WV and has over 7 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.