Mckinley Carter Wealth Services, Inc.

Mckinley Carter Wealth Services, Inc. (CRD# 135184) is a financial advisory firm headquartered in Wheeling, WV. They manage $2,094,889,548 in 4,807 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,095
    MILLION
  • 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
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.

AL, AZ, CA, FL, GA, IL, IN, KY, LA, MA, MD, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Mckinley Carter Wealth Services, Inc.
Showing 1 - 10 of 38 top financial advisors.
1
Julie A. Brown
CRD#: 6261567
10050 Innovation Drive Suite 140, Miamisburg, OH 45342

Julie Brown (CRD# 6261567) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 8 years of experience in the finance industry. Julie Brown 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
Christopher J. Buck
CRD#: 2625902
10050 Innovation Drive Suite 140, Miamisburg, OH 45342

Christopher Buck (CRD# 2625902) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 22 years of experience in the finance industry. Christopher Buck 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
William W. Carter
CRD#: 4377462
2100 Market Street, Wheeling, WV 26003

William Carter (CRD# 4377462) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 18 years of experience in the finance industry.

4
Chelsea L. Clegg
CRD#: 6584645
2100 Market Street, Wheeling, WV 26003

Chelsea Clegg (CRD# 6584645) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 6 years of experience in the finance industry. Chelsea Clegg 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.

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

Arthur Crimmins (CRD# 5190818) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 16 years of experience in the finance industry.

6
Luca D. Dipiero
CRD#: 6571635
135 Summers Street, Charleston, WV 25301

Luca Dipiero (CRD# 6571635) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 6 years of experience in the finance industry.

7
Joel A. Estes
CRD#: 5715898
10050 Innovation Drive, Suite, Dayton, OH 45342

Joel Estes (CRD# 5715898) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Dayton, OH and has over 10 years of experience in the finance industry. Joel Estes 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.

8
Bradley M. Foster
CRD#: 5137686
129 Summers Street Suite 200, Charleston, WV 25301

Bradley Foster (CRD# 5137686) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 9 years of experience in the finance industry.

9
Nicole L. Gabriel
CRD#: 6572927
100 Bradford Road, Suite 400, Wexford, PA 15090

Nicole Gabriel (CRD# 6572927) 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. Nicole Gabriel 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.

10
Monica M. Garver
CRD#: 2913221
2100 Market Street, Wheeling, WV 26003

Monica Garver (CRD# 2913221) 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. Monica Garver 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.

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