Mckinley Carter Wealth Services, Inc.

Mckinley Carter Wealth Services, Inc. (CRD# 135184) is a financial advisory firm headquartered in Wheeling, WV. They manage $1,904,927,360 in 5,262 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,905
    MILLION
  • Total Number of Accounts
    5,262
    ACCOUNTS
  • Average Account Value
    $362,016
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mckinley Carter Wealth Services, Inc.
Showing 1 - 10 of 33 top financial advisors.
1
Jay Williams
CRD#: 6308208
2100 Market Street, Wheeling, WV 26003

John H "Jay" Williams (CRD# 6308208) 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.

2
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 10 years of experience in the finance industry.

3
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 23 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
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 8 years of experience in the finance industry.

6
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 18 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 12 years of experience in the finance industry.

8
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 8 years of experience in the finance industry.

9
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 24 years of experience in the finance industry.

10
Dino A. Giovannone
CRD#: 1216080
2100 Market Street, Wheeling, WV 26003

Dino Giovannone (CRD# 1216080) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 40 years of experience in the finance industry.

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