Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. (CRD# 135184) is a financial advisory firm headquartered in Wheeling, WV. They manage $2,260,993,682 in 5,211 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management2,261MILLION
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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
Brian Gongaware (CRD# 4374989) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has 1 year of experience in the finance industry.
Joshua Johnson (CRD# 2352341) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 25 years of experience in the finance industry.
Brian Lipton (CRD# 4555187) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Gaithersburg, MD and has 1 year of experience in the finance industry.
David McKinley (CRD# 2502011) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 29 years of experience in the finance industry.
Teresa Michaels (CRD# 5592449) 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.
Frank Neiderhiser (CRD# 4107753) 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 Nolan (CRD# 704985) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 44 years of experience in the finance industry.
Carmen Petote (CRD# 1328503) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wexford, PA and has over 39 years of experience in the finance industry.
Tyrone Phillippi (CRD# 2286509) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 29 years of experience in the finance industry.
Teresa Shawver (CRD# 4377467) 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.